Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as of February 28, 2022.
Jean-Pierre and Marc provide their views on the month of February and discuss the effect on the North American Equity Fund.
📰 Commentary by JP Chevalier & M Gagnon (pdf)
Key takeaways
- Russia and Ukraine now effectively cut off from global trade flows
- Raw materials like copper and nickel are facing increased supply risks
- Many opportunities in secular growth stories with positive free cash flow yield following big selloffs
