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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.

David Caron, Jean-Pierre D’Agnillo and Jason Parker present an insightful paper in which they examine several asset classes that offer additional yield potential over sovereign bonds.

While fixed income and equities saw a notable decline due to negative market sentiment, in the U.S., the rise in the S&P 500 index was primarily fuelled by the Information Technology sector, comprising 28% of the index.

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.