The current environment creates opportunities for dividend mandates. Several stocks are already pricing the worst. Find out how.
Key takeaways from this month's comment by Donny Moss:
- The economy is slowing, and recession risks are rising due to higher energy costs, inflation, and rising interest rates.
- These factors may be slow to reverse, meaning the outlook for the remainder of 2022 could be tough. However, stocks are already pricing in a downturn.
- This volatility is not all bad news – as it presents opportunities for our mandate to add to high-quality stocks.
Donny Moss, CFA
Principal Portfolio Manager, North American Equities, iAIM
