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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.
- This summer, the growth of the economy was due mainly to the reopening of the tourism, accommodation and restaurant sectors. Regardless, the health crisis keeps affecting the Western economies.
- The predicted second wave of COVID-19 appears to be on the way and will require new economic support measures from governments.
- Investor uncertainty about the economic trend in the coming months keeps weighting on fixed income performance. At least, all sectors had a positive return, with the exception of long-term bonds, which were down 0.32%. The FTSE Canada Universe Index has returned 8% year to date.
- The TSX Index performed well in the third quarter, advancing 4.73%. Investors are waiting for signs of a sustainable recovery; but it is clear that the economy is not about to bounce back.
October 2020
July 2020
April 2020
January 2020
October 2019
July 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
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.
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.