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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 major stock and bond markets staged an impressive rebound in the second quarter.
- The U.S. Federal Reserve and the Bank of Canada implemented aggressive asset purchasing programs to support the financial markets and to enable businesses to borrow at low rates.
- We still face a great deal of uncertainty in terms of health and the economy. Even so, the markets are pricing in an economic recovery based on the development of COVID-19 remedies and vaccines. The response by governments has enabled the major economies to stabilize.
- In Canada, bond yields fell significantly in the first half of 2020, and all sectors of the bond market recorded positive returns. The FTSE Canada Universe Bond Index returned 7.5% for the first half of the year.
- The S&P/TSX Index had an excellent quarter with a 17.0% rebound. The Canadian stock market has a year-to-date return of -7.5%, however.
July 2020
April 2020
January 2020
October 2019
July 2019
January 2019
Releases
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.
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!
Media Presence
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.
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.
Analyse de finances personnelles
Train de vie : des rénovations à la retraite (French only)
Nos collègues Chantal Matos et Sylvain B. Tremblay en entrevue avec Isabelle Dubé de La Presse.
Éric Ouellet s’occupe des gens et, ensuite, de leurs finances! (French only)
Notre collègue en entrevue avec Liette Pitre de l’Institut québécois de planification financière
Analyse de finances personnelles
Train de vie : retourner aux études à 31 ans (French only)
Nos collègues Chantal Matos et Sylvain B. Tremblay en entrevue avec Isabelle Dubé de La Presse.
Brigitte Gascon (French only)
Congratulations to Brigitte Gascon and to all the members from the group insurance, investment and pension sector in Quebec, that were recognized in the Avantages magazine.