Insights
“As we have seen over the last nearly 3 years, higher rates are no friend to long duration assets like equities.”
Each quarter, Chris Armbruster, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Sustainable Growth strategy and shares his market outlook. Listen to his most recent episode where Chris recaps market activity during Q3 2023, with a particular focus on:
- The market cooldown following a strong first half led by the Information Technology sector
- Primary contributors and detractors to Mid-cap growth performance
- Portfolio positioning and thoughts on the impact of artificial intelligence
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.
Kaynecast is available on Apple Podcasts and Spotify.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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 of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the recording 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. Past performance is no guarantee of future results.
