iA CONNECTED

On March 30, Patrice Quirion, Portfolio manager of the Fidelity Global Concentrated Equity Fund, was interviewed on the FidelityCompass webcast.

Despite a difficult month in March for Canadian equities, several funds performed well on a relative basis. In the U.S. equity market, the information technology sector was the clear winner.

Loomis Sayles has put together a new series of short videos featuring their Global Allocation team, the manager of the Global Diversified (Loomis Sayles) Fund.

"We expect a modest recession in the near-term across developed markets as central banks continue to battle inflation, yet uncertainty remains." — Alfred Murata, PIMCO

"Higher yields are bringing investors back to fixed income." — Jason Parker, Vice-President, Fixed Income, iAIM

“Many companies continue to see wage and inflation pressures that are hurting results and causing margins to drop from record high levels.” — Donny Moss, iAIM

“Because long-term bonds look more appealing than they did earlier this year, we are using the backup in yields to slowly build a longer-duration position for our portfolios.” — Alexandre Morin, iAIM

“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — Maxime Houde, iAIM

“With US monetary policy already in restrictive territory, the portfolio will maintain a defensive tilt until we see a clear signal that the Fed is pivoting.” — Marc Gagnon & Maxime Houde, iAIM

The causes and fallout of the Silicon Valley Bank collapse have been in the news for the past few days. To learn more and provide answers to your clients who are concerned about the effects the situation could have on their investments, read this article.