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Thematic Innovation Fund | Strong equity performance in October

November 22, 2022

“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.
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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