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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.

Check out this quarterly fund profile as well as an in-depth manager commentary for the Global Health Care (Renaissance) Fund.

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

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.

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

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.