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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.
- In the United States, GDP growth slowed in 2019. For the time being, the leading indicators are signalling that growth will continue to slow in 2020 and 2021.
- The U.S. Federal Reserve (Fed) cut its key interest rate three times in 2019 for a total of 75 basis points. The rate cuts have extended the economic cycle and postponed expectations of a recession.
- In Canada, growth was weaker than expected. The Bank of Canada forecasts real economic growth of 1.5% in 2019, 1.7% in 2020 and 1.8% in 2021.
- For 2019, the FTSE Canada Universe Index returned 6.9%. Its strong performance is due to lower interest rates and narrowing credit spreads.
- The Toronto Stock Exchange reached a new high of 17,230 points, with a total return of 22.8%.
- The foreign equity markets had a banner year, with the MSCI World Index returning 27.3% in local currencies and 21.2% in Canadian dollars.
April 2020
January 2020
October 2019
July 2019
January 2019
October 2018
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
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.
Optimum Groupe financier fera de la gestion d’actifs aux États-Unis (French only)
Optimum Groupe financier a conclu une entente visant l’acquisition des actifs et de l’équipe de la firme Hillswick Asset Management basée à Stamford, au Connecticut.