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North American Equity | Recovering ground after several weeks of decline

November 21, 2022

“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.

Read the full article

 

 

Jean-Pierre Chevalier, CFA
Senior Director, Portfolio Manager, US Equities and Thematic Investing

Marc Gagnon, M. Sc., CFA
VP, Portfolio Manager, North American Equities

 

 

Topic : Portfolio Managers

Written by iAIM

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