Your ongoing source of information.

Dividend funds | Equities rebound in January

February 22, 2023

“As earnings growth estimates for 2023 continue to deteriorate, we continue to focus on companies with durable earnings growth, and those with idiosyncratic opportunities to create value.” — Donny Moss


Key Takeaways:

  • The stock markets are seeing a sector rotation into 2022’s underperformers.
  • Moving into 2023, we expect continued volatility in equities as economic growth slows and rate hikes have a greater impact.
  • 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

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