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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 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%.
January 2021
October 2020
July 2020
April 2020
January 2020
October 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
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.
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.