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Monthly commentary by Donny Moss

March 25, 2022

Monthly commentary by Donny Moss, Principal Portfolio Manager, North American Equities for iAIM, as at February 28, 2022.

 

Donny provides his views on the month of February and discusses the impact on the Dividend Growth Fund and the U.S. Dividend Growth Fund.

📰 Commentary by Donny Moss (pdf)



Key takeaways

  • Many multinationals companies have cut their ties with Russia
  • Agriculture could become one of the most important issues
  • Central bank intervention less necessary than expected?

 

Topic : Portfolio Managers

Written by iAIM