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Dan Rohinton | Beyond "Liberation Day"

April 9, 2025

Topics: Economic news, Portfolio Managers

Discover the latest publication by Dan Rohinton, Portfolio Manager at iAGAM.

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Market Index Heat Map | Market instability and volatility during the firstquarter of 2025

April 9, 2025

Topics: Economic news, Portfolio Managers

The uncertainty surrounding unstable U.S. trade policies weakened growth prospects in the U.S., while in Canada, the materials sector notably outperformed all other stock market sectors.

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Your one-stop shop for economic news!

April 7, 2025

Topic: Economic news

In these times of great market volatility, it’s good to remember that you have resources at your disposal to stay well-informed about important issues.

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"Liberation Day" | Your questions answered by our experts

April 4, 2025

Topic: Economic news

President Trump's "Liberation Day" took place on April 2 and, despite strong reactions in the markets, the scenario presented is not as pessimistic as previously expected for Canada.

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Monthly Macro & Strategy | Going down (in a blaze of glory)

April 3, 2025

Topic: Economic news

The end of U.S. exceptionalism may herald a new era when global equities outperform under the impetus of fiscal stimulus and favourable interest rate differentials.

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U.S. elections: the effects on the economy and your finances

March 20, 2025

Topic: Economic news

 

How does one navigate the current Canada-U.S. political climate, where real intentions are hard to discern from negotiating strategies?

Your clients are feeling uncertain about how the recent U.S. presidential election will affect the economy and their finances?

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Market Index Heat Map | Trump’s policy uncertainty favors fixed income, but penalizes equities

March 14, 2025

Topics: Economic news, Portfolio Managers

In February, the policy uncertainty around the new U.S. administration resulted in divergent performance between bond and stock markets, emphasizing the importance of diversification within a multi-asset portfolio.

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Policy rate cut by 25 basis points

March 13, 2025

Topic: Economic news

On March 12, the Bank of Canada decided to reduce the policy rate from 3.0% to 2.75%.

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U.S. Tariffs | Your questions answered by our experts

March 6, 2025

Topic: Economic news

The announcement by the U.S. government of tariffs on Canadian exports has caused concern on both sides of the border.

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Monthly Macro & Strategy | The Fog of (Trade) War

March 5, 2025

Topic: Economic news

Few policy decisions have the far-reaching consequences of trade policy.

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