Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities for iAIM, as at February 28, 2022.
Jean-Pierre provides his views on the month of February and discusses the effect on the Thematic Innovation Fund.
📰 Commentary by JP Chevalier (pdf)
Key takeaways
- Suddenly, nobody is worried about COVID anymore
- Are we experiencing a second shock in 24 months?
- An immediate spike in agricultural commodity prices is expected
