Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.
April 5, 2024
Topic: Portfolio Managers
March 26, 2024
Topics: Savings, Portfolio Managers
Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.
March 12, 2024
Topics: Economic news, Portfolio Managers
Fixed Income market were broadly down in Februray, as investors are digesting the idea of higher rates for longer than expected in the U.S.
February 27, 2024
Topic: Portfolio Managers
Check out this quarterly fund profile as well as an in-depth manager commentary for the Global Health Care (Renaissance) Fund.
February 21, 2024
Topic: Portfolio Managers
"Further disinflation and the potential for a faster cutting cycle should, in our view, raise the prospects for a soft landing." — Alfred Murata, PIMCO
February 12, 2024
Topics: Economic news, Portfolio Managers
The fixed income market in January has seen a partial reversal of the positive performance enjoyed at the end of 2023, while equity markets produced mixed results as Emerging market equities face headwinds.
February 9, 2024
Topic: Portfolio Managers
iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.
February 9, 2024
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.
January 30, 2024
Topic: Portfolio Managers
"We continue to look to increase the internal yield of the fund, as greater cash in hand seems more valuable to investors today than future growth." — Frank Latshaw