Salle des médias
Salle des médias

+

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 March 2020 market selloff caused by COVID-19 was deeper, but above all much faster than expected by most market participants.
  • Central banks should maintain their accommodative policies and governments should continue to support the global economy in 2021.
  • In Canada, the S&P/TSX Index ended the year in positive territory with an annual return of 5.60%. We continue to take a cautious approach in managing the Canadian equity portfolio.
  • The MSCI World Index also had a positive return in 2020, as did the S&P 500 Index in the United States, which was buoyed by investor optimism as COVID-19 vaccines became available.
  • The FTSE Canada Universe Bond Index returned 0.63% on the quarter. It will be recalled that solid third-quarter returns boosted the index’s total performance for 2020 to 8.68%.

FINANCIAL OUTLOOK

January 2021

Learn +

FINANCIAL OUTLOOK

October 2020

Learn +

FINANCIAL OUTLOOK

July 2020

Learn +

FINANCIAL OUTLOOK

April 2020

Learn +

FINANCIAL OUTLOOK

January 2020

Learn +

FINANCIAL OUTLOOK

October 2019

Learn +

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 

Learn +

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. 

Learn +

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! 

Learn +

Media Presence


LA PRESSE
06/02/2021

Des échos de bulle en bourse? (French only)

Lisez les commentaires de notre co-chef des placements, Martin Delage, sur le marché boursier actuel.

Learn +

BMP MAGAZINE
28/10/2020

Research Paper 

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

Learn +

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.

Learn +

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. 

Learn +

LA PRESSE
23/08/2020

Investisseur avisé

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

En savoir +

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.

Learn +