“We continue to see a disconnection between mega caps and below $100 billion and mid cap innovators.” — Jean-Pierre Chevalier
Key Takeaways:
- The global economy is slowing, inflation remains high and central banks continue their aggressive tightening of monetary policy.
- In our view, the equity market needs to climb a wall of worry to re-establish a strong base.
- We continue to see a disconnect between mega caps and below $100B and mid cap innovators.
Jean-Pierre Chevalier, CFA
Senior Director, Portfolio Manager, U.S. Equities and Thematic Investing, iAIM
