“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — US Equities and Thematic Investing Team, iAIM
Key Takeaways:
- The latest FOMC meeting fuelled a rally as market participants began pricing in a soft-landing scenario.
- We continue to be cautiously optimistic as we move through 2023.
- We see renewed opportunity in the mega cap technology companies.
