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North American Equity | Strong start to the year

February 23, 2023

“With US monetary policy already in restrictive territory, the portfolio will be positioned with a defensive tilt until we have a clear signal that the Fed is pivoting.” — North American Equity team, iAIM


Key Takeaways:

  • The equity markets started 2023 on a strong note.
  • Meme stocks soared in January.
  • We continue to think the long-term outlook for commodities is positive. 

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Topic : Portfolio Managers

Written by iAIM

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