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Bond Fund | Mid-summer dreams of a U.S. Fed pivot give way to the realities of persistently high inflation

Sep 21, 2022 11:13:43 AM / by iAIM category Portfolio Managers

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“We recently unwound our flattening bias because we think the Bank of Canada will slow the pace of its rate hikes after its September meeting, making the flattening positioning less compelling.” — Alexandre Morin

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Dividend funds | Equities weak in August

Sep 21, 2022 10:54:41 AM / by iAIM category Portfolio Managers

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“We continue to focus on names and themes that we feel will be resilient in the current environment.” — Donny Moss

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North American Equity | From greed to fear

Sep 21, 2022 10:50:37 AM / by iAIM category Portfolio Managers

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“We continue to take a positive long-term view on commodities, mainly base metals and energy. Even so, we tactically lowered our exposure to both during the summer.”  — J-P Chevalier & Marc Gagnon 

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Thematic Innovation Fund | The market is waiting for answers

Sep 21, 2022 10:45:57 AM / by iAIM category Portfolio Managers

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“We continue to see a disconnect between mega caps and below $100 billion and small-mid cap innovators.” — Jean-Pierre Chevalier

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Did you know...

Aug 29, 2022 7:00:00 AM / by iA category Portfolio Managers

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Did you know that the pioneer of the quantitative investment strategy, also known as multi-factor investing, was Louis Bachelier, a French mathematician whose doctoral thesis was published in 1900? [1]

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North American Equity | Stocks rose while recession concerns continue

Aug 22, 2022 7:00:00 AM / by iAIM category Portfolio Managers

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“Q2 earnings season coincided with a busy macro calendar and this is the perfect setup for portfolio management to add value with stock selection.”  — J-P Chevalier & Marc Gagnon 

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Bond Fund | Risk-on in vogue as bad becomes good again

Aug 22, 2022 7:00:00 AM / by iAIM category Portfolio Managers

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“With summer holidays in full swing and key decision makers away from their desks, clearer direction should become apparent once we hit September.” — Alexandre Morin

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Dividend funds | Amidst uncertainty, we are focusing on sustainable companies

Aug 22, 2022 7:00:00 AM / by iAIM category Portfolio Managers

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“In most cases, well-managed, sustainable companies with strong market positions will not have to cut their earnings estimates and may even be able to raise them. In a volatile environment, we think holding a basket of stocks with these attributes will lead to outstanding results.” — Donny Moss

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Thematic Innovation Fund | Looking for new thematic winners

Aug 22, 2022 7:00:00 AM / by iAIM category Portfolio Managers

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“We think there will be more volatility between now and year-end and will take advantage of it to keep improving the Fund’s risk-return profile.” — Jean-Pierre Chevalier

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North American Equity | Bond markets’ warning of a recession points to a potential stock market rebound

Jul 28, 2022 8:28:55 AM / by iAIM category Portfolio Managers

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“The equity market will continue to worry about recession until we have a clearer view of its impact on corporate earnings. This is the stage where active portfolio management can bring significant added value with the appropriate stock selection.”  — J-P Chevalier & Marc Gagnon 

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