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