“Many companies continue to see wage and inflation pressures that are hurting results and causing margins to drop from record high levels.” — Donny Moss, iAIM
Key Takeaways:
- Inflation remains volatile and may be slow to recede.
- We continue to be tilted conservatively amid market uncertainty.
- Our focus is on companies with pricing power.
Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAIM
