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Uncertainty in U.S. trade policies led to significant market volatility, impacting bonds, equities, and currencies. Tariff announcements significantly shook investor confidence, heightening recession risks and leading to mixed results in bond markets.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

In this Q1 2025 commentary, David Fingold shares his positioning of the Global Dividend (Dynamic) Fund.

Discover the winning strategies of the first quarter and how they navigated through market turbulence.

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

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.

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

Check out this in-depth manager commentary for the Global Health Care (Renaissance) Fund.

Find out what the prospects are for European stocks as well as comments regarding 2024 performance. 

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.