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“The secular tailwinds, such as AI, automation and the energy transition, could mitigate the impact of an economic downtown for certain areas of the economy.” — Maxime Houde, iAGAM

“We think bond yields are near the high end of their present range and therefore have maintained a duration that is longer than that of our benchmark.” — Alexandre Morin, iAGAM

“Even though we acknowledge the economy’s ongoing strength, we continue to tilt defensively, focusing on companies that should perform well in times of economic weakness.” — Donny Moss, iAGAM

In both Canada and the United States, the consumer discretionary sector led the way, benefiting funds that were overweight in this sector. Most major fixed-income indices also managed to end the period in positive territory.

"The markets continue to be hesitant to embrace capital intensive sectors given the rise in interest rates, especially those that require external financing to meet their growth potential." — Frank Latshaw

“The areas where we think there's tremendous opportunity are primarily in the industries that are resilient, or that are below their long term trends.” — David Fingold

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.

 Discover the first edition of the 5-minute FINcast Vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.

"As if the risk of continued high inflation, a potential recession in late 2023 and the U.S regional bank crisis were not enough, another risk came to the fore, namely the U.S debt ceiling.” — Marc Gagnon & Maxime Houde, iAGAM