“AI is a transformation technology that has the ability and capability to impact every industry one way or another as we move forward. It’s still early, but it’s something we’re monitoring closely.”
Each quarter, Doug Foreman, CFA, Co-Chief Investment Officer offers his perspective on the underlying forces driving the market. Listen to his most recent episode where Doug recaps market activity during Q3 2023, focusing on these areas:
– What were the primary reasons for the pullback in equity markets during the third quarter?
– What is KAR’s view on AI as an investment theme?
– What are the bond market and yield curve signaling to investors?
– Should investors still be concerned about the recession that hasn’t happened yet?
For more insights, read our Q3 2023 Commentary or subscribe to Kaynecast where we provide the latest updates from the KAR Investment Team on our investment strategies.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
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