“Inflation in the U.S. has come down meaningfully as supply chains have normalized and as labor markets have cooled.”
Each quarter, Julie Kutasov, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Small-Mid Cap strategy and shares her market outlook. Listen to her most recent episode where Julie recaps market activity during Q4 2023, focusing on these areas:
- Drivers behind the fourth quarter market rally
- Primary contributors and detractors to Small-Mid cap strategy performance
- A review of the economic backdrop and portfolio positioning for 2024
For more insights, read our Q4 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.