How is the high U.S. dollar and slow global growth affecting U.S. companies? Can the American economy continue to strengthen amid slow growth in the rest of the world? When and how will the Fed move on interest rates?
These are a few of the questions covered in a recent sit-down with Morningstar Canada and a couple of my industry colleagues.
You can read the full Morningstar U.S. Equity roundtable (it’s split into three articles) to learn more about the investment style we use on Trimark U.S. Companies Fund, how we position the Fund in various sectors and our overall U.S. outlook. I also discussed a few specific holdings in the major sectors in the U.S. market.
If you have any questions about the roundtable or the Fund, please leave them below and I’ll be sure to provide an answer as soon as possible.
* The companies discussed in the article were selected for illustrative purposes only and are not intended to convey specific investment advice.