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Thematic Innovation | Equity markets recede during the month

March 23, 2023

“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — Maxime Houde, iAIM


Key Takeaways:

  • Investor sentiment continued to deteriorate after the release of high inflation numbers
    and strong economic data.
  • We continue to see opportunity in the mega cap technology names.
  • We continue to be cautiously optimistic as we move through 2023.

Read the full article

Houde, Maxime carré

 

 

Maxime Houde, CFA
Associate Director and Associate Portfolio Manager,
North American Equities and Thematic Investing

 

 

Topic : Portfolio Managers

Written by iAIM

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