Read the full interview with Aaron Dray, Sales Manager at IRIVEST Investment Managers, conducted by Carine Dany and the CNCGP.

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We are pleased to share the interview with Aaron Dray, Sales Manager at IRIVEST Investment Managers, conducted with Carine Dany for the CNCGP. This discussion provided an opportunity to review IRIVEST IM’s positioning, born from the merger of two complementary expertise areas: equities (Chahine Capital) and convertible bonds & credit (Dynasty AM), as well as our perspective on asset management in a changing market environment.

The interview also covers our market convictions looking towards the end of 2025:

• The recent outperformance of domestic equities
• Signs of overheating identified by our models
• The evolution of our allocation towards greater quality and visibility
• A pivot initiated in early July, with a gradual repositioning from defensive sectors to luxury

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