iA CONNECTED

Your ongoing source of information.

Dividend funds | Equities rebound strongly in October

November 21, 2022

“While earnings estimates have started to fall, we feel estimates for 2023 still need to fall significantly from current levels, a process that may serve to limit equity returns for the next few quarters.” — Donny Moss

 

Key Takeaways:

  • Q3 earnings are generally better than feared.
  • Economic concerns persist, but the consumer continues to spend.
  • Sticking to our process, focusing on durable stocks.
Read the full article

 

 

 

 

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

 

Topic : Portfolio Managers

Written by iAIM

  • There are no suggestions because the search field is empty.
Your tools
Procedures and FAQ