Salle des médias
Salle des médias

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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.

  • This summer, the growth of the economy was due mainly to the reopening of the tourism, accommodation and restaurant sectors. Regardless, the health crisis keeps affecting the Western economies.
  • The predicted second wave of COVID-19 appears to be on the way and will require new economic support measures from governments.
  • Investor uncertainty about the economic trend in the coming months keeps weighting on fixed income performance. At least, all sectors had a positive return, with the exception of long-term bonds, which were down 0.32%. The FTSE Canada Universe Index has returned 8% year to date.
  • The TSX Index performed well in the third quarter, advancing 4.73%. Investors are waiting for signs of a sustainable recovery; but it is clear that the economy is not about to bounce back.

FINANCIAL OUTLOOK

October 2020

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FINANCIAL OUTLOOK

July 2020

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FINANCIAL OUTLOOK

April 2020

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FINANCIAL OUTLOOK

January 2020

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FINANCIAL OUTLOOK

October 2019

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FINANCIAL OUTLOOK

July 2019

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Releases 


NOTICE OF APPOINTMENT
22/06/2020

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 

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COMMUNICATION
18/06/2020

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. 

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CLIENT COMMUNICATION
14/05/2020

COVID-19

We are pleased to present last weeks developments. After strong down movements during the end of the first quarter, global financial markets are bouncing back. We also update you on most recent activities at Optimum! 

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Media Presence


BMP MAGAZINE
28/10/2020

Research Paper 

Where are the current Canadian market opportunities? To find out, read our whitepaper.

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LA PRESSE
27/09/2020

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.

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ICI RDI
11/09/2020

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. 

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LA PRESSE
23/08/2020

Investisseur avisé

« La prudence reste de mise » est le constat de notre collègue, Martin Delage, cité dans La Presse. 

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LA PRESSE
26/07/2020

Analyse de finances personnelles
Train de vie : gros travaux, petite retraite? (French only)

Nos collègues Chantal Matos et Sylvain B. Tremblay en entrevue avec Isabelle Dubé de La Presse.

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LES AFFAIRES
01/04/2020

Le portefeuille permanent ne constitue pas une stratégie tout terrain (French only)

Pierre-Philippe Ste-Marie, Co-chef des placements, analyse les rendements générés par la stratégie du portefeuille permanent depuis 1980. 

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