iA CONNECTED

Under the spotlight this month: Maxime Houde, associate portfolio manager of the Thematic Innovation (iA) Fund.

Performance, strategies and market movements: All you need to know this month.

Global markets and geopolitics are moving faster than ever. To help you gain perspective on the economic and investment implications, CIBC Asset Management is hosting an ongoing webcast series.

 Watch now the third edition of the FINcast vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.

Interested in knowing how funds perform and understanding their strategies in response to market movements? You'll find the answer in these 2-minute reads providing iAGAM's manager comments, now grouped in a single news item!

As we move into the second half of 2023, our portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters.

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.

"Within the health care sector, we continue to remain defensive and cautiously optimistic. The portfolio has fairly balanced exposure across the three major health care sub-sectors in pharmaceuticals, medical technology, and health care services." — Michal Marzal, CIBC Asset Management Inc.

"It is important to note that, despite being conservative regarding our cyclical exposure, we are working to find exposure to secular themes that will continue to perform well in a recession.” — Marc Gagnon & Maxime Houde, iAGAM

Dan Bastasic provides an update on his suite of Strategic Funds, while also sharing his thoughts on the strength of the economy, inflation, interest rates, and more.