"We have to acknowledge the obvious: so far 2023 hasn’t been a year for macro investing.”
— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM
June 8, 2023
Topic: Economic news
Underlying inflation remains stubbornly high: The Bank of Canada increases its policy interest rate by 25 basis points, which now stands at 4.75%.
June 7, 2023
Topics: Economic news, Portfolio Managers
In both Canada and the US, the information technology sector was the best performer in May, driven in part by significant investor optimism towards advances in artificial intelligence technology.
June 7, 2023
Topic: Economic news
"This month, we use backward thinking as a mental model to answer a simple yet crucial question: How convinced are we that Canada or the United States will see a recession in the coming 2 years?”
— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM
