“We continue to focus on earnings sustainability while avoiding companies that will most likely have to downgrade their earnings expectations materially.” — Donny Moss
Key takeaways from his comment:
- The Fed is committed to continuing on its path of interest rate hikes.
- The economy is slowing, with inflation, rate hikes and geopolitical issues adding
to the uncertainty. - Our strategy is to focus on well-managed companies with conservative leverage.
Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAIM
