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“We monitor these two key indicators for health in macro-conditions.” — David Fingold

Strong start to the year, find out why.

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

"Further disinflation and the potential for a faster cutting cycle should, in our view, raise the prospects for a soft landing." — Alfred Murata, PIMCO

iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.

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.

All you need to know.

"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