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Thematic Innovation Fund | Looking for new thematic winners

August 22, 2022

“We think there will be more volatility between now and year-end and will take advantage of it to keep improving the Fund’s risk-return profile.” — Jean-Pierre Chevalier

Key takeaways from his comment:

  • We are already seeing signs of a slowing economy and the market is also pricing in next year’s negative impact from this year’s interest rate hikes.
  • Investing in the innovation economy is better as we come off strong economic growth.
  • We should favour growth investing when economic growth becomes scarce.
  • We continue to see a disconnect between mega caps, below $100 billion and SMID-cap innovators.

Read the full article

 

 

 

Jean-Pierre Chevalier, CFA
Senior Director, Portfolio Manager, U.S. Equities and Thematic Investing, iAIM

 

Topic : Portfolio Managers

Written by iAIM

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