“The most important macro factor for us, is the rate of change of wholesale gasoline prices in the United States.” — David Fingold
In this Q3 2023 commentary, David Fingold says he feels optimistic about the economy. In addition to looking into the importance of the rate of change in U.S. wholesale gasoline prices, he believes the U.S. GDP numbers will evolve positively in the second half of the year and also takes a look at the equity market trends.
Finally, he shares his positioning of the Global Dividend (Dynamic) Fund and the factors that contributed to its performance.
David Fingold
Vice-President and Portfolio Manager, Dynamic Funds
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