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Dividend funds | Two positive data points: China and natural gas prices

January 24, 2023

“Even though the environment is uncertain, we’re always on the lookout for opportunities to add value to the portfolio.” — Donny Moss

 

Key Takeaways:

  • The equity markets gave up their recent gains at year-end on the back of tempered earnings estimates for 2023.
  • We can expect continued volatility in equities in 2023, as economic growth slows and rate hikes have a greater impact.
  • We remain on the lookout for opportunities to add value to the portfolio.

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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