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Thematic Innovation Fund | Strong equity performance in November

December 16, 2022

“We continue to think structural growth stocks will be favoured because of stabilizing long-term interest rates and a prolonged period of low to negative GDP growth.” — Jean-Pierre Chevalier

Key Takeaways:

  • Lower-than-expected inflation numbers led to a market rally in November.

  • We continue to think that the equity market must scale a mountain of concerns to regain its footing.

  • After a period of robust economic growth, investing in the innovation economy is preferrable.

  • A disconnect remains between mega caps and below $100B 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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