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Dividend funds | Equities weak in August

September 21, 2022

“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.

Read the full article

 

 

 

 

Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAIM

 

Topic : Portfolio Managers

Written by iAIM