iA CONNECTED

Your ongoing source of information.

Thematic Innovation Fund | The market is waiting for answers

September 21, 2022

“We continue to see a disconnect between mega caps and below $100 billion and small-mid cap innovators.” — Jean-Pierre Chevalier

Key takeaways from his comment:

  • In our opinion, we need to see commodity inflation go down, wage inflation cool off and earnings estimates be reset before the market can stage a sustainable rally.
  • We think the European economic situation will drive financial conditions from here.
  • Investing in the innovation economy is better coming off strong economic growth.
  • We continue to see a disconnect between mega caps and below $100 billion and small-mid 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

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