iA CONNECTED

"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

“We think it's very important to keep an open mind about the companies that are big index weights. The Apples, Microsofts, and Nvidias, were all helpful for our funds’ performance last year.” — David Fingold

Kickstart 2024 and be at the forefront of market trends to guide your clients! Find out how many of our portfolio managers are positioning their funds for the opportunity-rich environment they’re anticipating in the new year. 

All you need to know this month.

Bonds with a longer maturity were the clear winners, especially in Canada and Global equity markets saw a positive trend in November, driven by declining inflation rates in the US and other key regions.

The three following announcements have no impact on the funds’ investment objectives and strategies.

All five Canadian banks reported their Q4 results, which felt like groundhog day, a rollercoaster of a week for the creators of Chat GPT and why the last decade for Oil, despite some spikes, have been constructive for the consumer.

“The most important macro factor for us, is the rate of change of wholesale gasoline prices in the United States.” — David Fingold

In the spotlight this month: the effects of home country bias, Canadian Tire's earnings report, and inflation, the "tax" from higher prices.

All you need to know this month.