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Dan Rohinton | Technological, economic, and geopolitical transformation

March 27, 2025

Topic: Portfolio Managers

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

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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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Global Health Care (Renaissance) | Commentary Q4 2024

March 10, 2025

Topic: Portfolio Managers

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

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Fidelity European Equity - Point of view

February 17, 2025

Topic: Portfolio Managers

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

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Market Index Heat Map | 2025 enjoys a solid first month on equity and fixed-income markets

February 13, 2025

Topics: Economic news, Portfolio Managers

President Trump’s return to the White House resulted in increased market fluctuations. In January, a combination of Trump’s expansionarypolicies and lower-than-expected U.S. inflation data in December sent mixed signals to the bond markets. Despite these challenges, the bond markets still achieved mostly positive results.

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Q4 2024 Quarterly reviews of your favorite Fidelity funds

February 5, 2025

Topic: Portfolio Managers

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.

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Deepseek’s breakthrough | Porfolio manager Mark Schmehl’s take on it

January 31, 2025

Topic: Portfolio Managers

Mark Schmehl is a successful portfolio manager with Fidelity. One of the funds he manages returned an impressive 57% in profit in 2024. In this video, he responds to the DeepSeek AI model breakthrough. 

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On February 3, celebrate 25 years of iA on the Toronto Stock Exchange

January 30, 2025

Topic: Portfolio Managers

On Monday, February 3, iA Financial Group will celebrate its 25th anniversary on the Toronto Stock Exchange.  To mark this auspicious occasion, our president and CEO, Denis Ricard, has been invited to open the Toronto Stock Exchange at a special ceremony. 🎉

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iAGAM Investment Funds | 2024 fourth quarter review

January 24, 2025

Topic: Portfolio Managers

Strong performance in the fourth quarter, find out why.

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2025 Market Outlook: What lies ahead?

January 21, 2025

Topic: Portfolio Managers

In an ever-changing political and economic landscape, be at the forefront of market trends to guide your clients with our comprehensive 2025 Market Outlook.

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