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.
- Central banks are expected to maintain their accommodative policies and to continue supporting the global economy in 2021.
- In Canada, the TSX/S&P Index ended the quarter with an 8.05% return.
- The FTSE Canada Universe Bond Index returned -5.04% during the quarter as a result of higher government bond yields.
- In the United States, the S&P 500 advanced 4.75% (CAD) in the first quarter, and we expect robust economic growth as the economy recovers from the pandemic.
- U.S. Federal Reserve Chair Jerome Powell is determined not to raise key rates pre-emptively to ensure an economic recovery.
- The MSCI World Index also recorded a positive performance in the first quarter with a return of 3.51% (CAD).
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.
Des échos de bulle en bourse? (French only)
Lisez les commentaires de notre co-chef des placements, Martin Delage, sur le marché boursier actuel.
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.
« La prudence reste de mise » est le constat de notre collègue, Martin Delage, cité dans La Presse.