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Financial Outlook
Optimum Asset Management publishes quarterly financial outlooks which provide an overview of the economy as well as of the bond, Canadian equity, foreign equity and foreign currency markets.
It also contains information on our portfolios based on different economic contexts.
- The central banks changed their message and are now considering raising interest rates sooner than expected, a development that affected the bond market.
- The FTSE Canada Universe Bond Index returned 1.66% in the second quarter after a negative return of -5.04% in the first 3 months of 2021.
- In Canada, the S&P/TSX Index continued its first-quarter momentum, advancing 8.60% in the second quarter for a year-to-date return of 15.67%.
- In the United States, the S&P 500 Index reached a new peak in the second quarter with a return of 4.75% (CAD).
- The MSCI World Index also advanced in the second quarter, with a gain of 3.51% (CAD).
July 2021
April 2021
January 2021
October 2020
July 2020
April 2020
Releases
Aide-mémoire fiscal 2021
Consultez notre outil de référence pratique.
Mr. Pierre-Philippe Ste-Marie and Mr. Martin Delage
Optimum Asset Management is pleased to announce the appointments of Mr. Pierre-Philippe Ste-Marie and Mr. Martin Delage
New pooled fund launched
In 2012, Optimum Asset Management developed a strategy to reduce the volatility of returns in periods of uncertainty. The low volatility Canadian equity strategy generates returns that correlate with the market differently.
Media Presence
Se protéger de l'inflation par les obligations à rendement réel
Lisez les commentaires de notre co-chef des placements, Pierre-Philippe Ste-Marie, sur les obligations à rendement réel.
Des échos de bulle en bourse? (French only)
Lisez les commentaires de notre co-chef des placements, Martin Delage, sur le marché boursier actuel.
Research Paper
Where are the current Canadian market opportunities? To find out, read our whitepaper.
Investissement responsable (French only)
L'investissement responsable a la cote. Sylvain B. Tremblay discute de l'importance des normes ESG en investissement dans cet article de La Presse.
Analyse de finances personnelles (French only)
Puiser dans son REER et y remettre la somme dans la même année fiscale sans payer d'impôts, est-ce possible ? Chantal Matos répond à cette question à Zone Économie sur RDI.
Investisseur avisé
« La prudence reste de mise » est le constat de notre collègue, Martin Delage, cité dans La Presse.