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Inflation, interest rates, and monetary policies: February 2022

February 24, 2022 by Martin Lefebvre


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Inflation, a rising interest rate environment, and how investors can identify investment opportunities are discussed by Louis Lajoie, Senior Investment Strategist and Portfolio Manager for all asset allocation mandates in NBI’s CIO Office.

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Martin Lefebvre

Martin Lefebvre

Vice-President, Chief Investment Officer and Strategist, National Bank Investments

Martin Lefebvre Martin Lefebvre

Mr. Lefebvre has 20 years of experience in the financial markets sector where he held various key positions.

He joined the National Bank in April 2012 as a Strategist before moving on to Private Banking 1859, where he oversaw the portfolio management team. As Chief Investment Officer, he is now responsible for the development of investment solutions for National Bank Investments and the management of tactical asset allocation mandates.

Prior to his years at the bank, Martin Lefebvre worked at Natcan Investment Management as Vice-President, Asset Allocation, where he was responsible for the portfolio management of several multiple-asset class mandates. He also served as Senior Economist and Strategist for the Desjardins Group, and as a U.S. Economist with the Canadian Ministry of Finance.

Mr. Lefebvre holds a Master’s degree in Economics from Université du Québec à Montréal.


Louis Lajoie

Louis Lajoie

Senior Investment Strategist and Portfolio Manager

Louis Lajoie Louis Lajoie

Louis Lajoie is an Investment Strategist in the Chief Investment Officer (CIO) Office at National Bank. In this role, he is actively involved in tactical and strategic asset allocation analysis and decision-making, as well as in the development of quantitative tools applied to portfolio management. He acts as the managing editor of the group’s monthly asset allocation strategy report.