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Dividend funds | Recession fears hit equities in June

July 20, 2022

“As compared to year-end 2021, we find there are many interesting investment opportunities in both our Canadian and US mandates, and we believe it is a great time to be an active manager.” — Donny Moss

 

Key takeaways from his comment:

  • Recession worries are intensifying
  • Inflation may get worse, but we see areas of improvement
  • True to our process, we are trimming winners and adding to names we feel have over-corrected

Read the full article

 

 

 

 

Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAIM

 

Topic : Portfolio Managers

Written by iAIM

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