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North American Equity | The Fed is approaching its target rate: Will it be enough?

January 24, 2023

“With US monetary policy already in restrictive territory, the portfolio will be positioned defensively until we have a clear signal that the Fed is pivoting.” — J-P Chevalier & Marc Gagnon 

 

Key Takeaways:

  • The Fed’s rate hikes are continuing.
  • The CPI prints are showing some positive signs, but the labour market is still tight.
  • As China pivots away from its zero-COVID policy, a surge in cases is fuelling uncertainty.
  • We continue to take a positive long-term view of commodities.

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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