iA CONNECTED

Your ongoing source of information.

Thematic Innovation | Inflation numbers fuel a rally

February 22, 2023

“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — US Equities and Thematic Investing Team, iAIM


Key Takeaways:

  • The latest FOMC meeting fuelled a rally as market participants began pricing in a soft-landing scenario.
  • We continue to be cautiously optimistic as we move through 2023.
  • We see renewed opportunity in the mega cap technology companies.

Read the full article

 

Topic : Portfolio Managers

Written by iAIM

  • There are no suggestions because the search field is empty.
Your tools
Procedures and FAQ