iA CONNECTED

“We’re turning a bit more cautious on energy, because the stocks have outperformed the commodity significantly since last fall, and earnings are set to decline significantly from year-ago levels, which could dampen sentiment.” — Donny Moss, iAGAM

“At the same time, we’re prepared to take advantage of any volatility associated with the current U.S. debt ceiling battle.” — Alexandre Morin, iAGAM

“We think large language models, such as ChatGPT, are this tech cycle’s ‘iPhone moment’ and will have major repercussions across the technology ecosystem and the economy.” — Maxime Houde, iAGAM

Wellington Square and our subsidiary iA Clarington have put together another informative video, where they provide an update on Core Plus Bond (Wellington Square) and Floating Rate Income (Wellington Square) Fund.

It was a positive month for fixed income, thanks to the Canadian and global markets. Canadian large-cap equities rebounded and international equities, especially in Europe, kept their momentum from recent months.

“We continue to position the portfolio defensively, focusing on companies that should perform well in times of economic weakness.” — Donny Moss, iAGAM

“We currently have a longer duration in our portfolio versus its benchmark because we expect further economic deceleration in the coming months.” — Alexandre Morin, iAGAM

“We will start to add cyclical names in a gradual, disciplined manner, targeting stocks with steep valuation discounts and solid growth prospects.” — Marc Gagnon & Maxime Houde, iAGAM

“The regional banking crisis in the United States and the subsequent downfall of Credit Suisse sent shockwaves through the global financial system.” — Maxime Houde, iAGAM

iA Investment Management (iAIM) has launched the new iA Global Asset Management (iAGAM) entity.