“We continue to focus on names and themes that we feel will be resilient in the current environment.” — Donny Moss
Key takeaways from his comment:
- Recession worries are intensifying as inflation has been slow to recede.
- The European energy crisis is a threat to global growth.
- We are focusing on defensive stocks, given the uncertainty, and we see good value in energy stocks.
Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAIM
