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Dividend funds | Equities rebound in November, but risks remain

December 16, 2022

“We also see opportunities in energy, infrastructure and utilities, because many stocks have corrected significantly owing to higher interest rates.” — Donny Moss

 

Key Takeaways:

  • Expect continued volatility in equities as we move into 2023; economic growth is slowing and rate hikes will have a greater impact.

  • Our overweight in energy was the main detractor to performance in Canada, while consumer discretionary was the leading positive contributor in the United States.

  • We see opportunities in the energy, infrastructure, and utilities sectors.

Read the full article

 

 

 

 

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

 

Topic : Portfolio Managers

Written by iAIM

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