“We think structural growth stocks will be favoured as a result of stabilizing long-term interest rates, with very low to negative GDP growth persisting for some time.” — J-P Chevalier & Marc Gagnon
Key Takeaways:
- The market rebounded in October after a difficult September.
- We are keeping an eye on the US Federal Reserve and the pace of its rate hikes.
- Earnings provided a first glimpse of the effects of higher rates for consumers
and corporations.
Jean-Pierre Chevalier, CFA
Senior Director, Portfolio Manager, US Equities and Thematic Investing
Marc Gagnon, M. Sc., CFA
VP, Portfolio Manager, North American Equities
