iA CONNECTED

iA Financial Group congratulates Alain Bergeron, Executive Vice-President and Chief Investment Officer, for his recognition through the Clean50 award as one of Canada’s top 50 Canadian leaders in sustainability.

“We remain positive on commodities, especially on energy, over the long term. A stabilization of the Chinese property sector would be a catalyst to increase the weight of base metal producers in the portfolio. With the recent pullback, we are looking at increasing our exposure to that industry.” — J-P Chevalier & Marc Gagnon 

“We continue to focus on earnings sustainability while avoiding companies that will most likely have to downgrade their earnings expectations materially.” — Donny Moss

“The software industry should be strongly favoured by rising automation needs, and we want to invest in areas that should be resilient in a potential downturn.” — Jean-Pierre Chevalier

“After the pullback in yields at the start of the third quarter, we think the market is a little too aggressive in embracing peak rates, and the recent highs will most likely be tested again as the narrative shifts toward the adverse economic consequences of a recession, rather than the rate decisions that have brought us there. As a result, we will monitor and adjust duration accordingly.” — Alexandre Morin

“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

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

“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 

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

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]