KAR Fall 2023 Market Update Webcast

KAR Fall 2023 Market Update Webcast

An update from the KAR Investment Team

October 6, 2023

Catch the replay of our recent market update presented by Co-Chief Investment Officer, Doug Foreman, CFA and Chief Market Strategist, Julie Biel, CFA. The event was moderated by Executive Managing Director, Steve Rigali, CFA.

In this webcast we cover many topics including:

• What is happening in the stock market in 2023?
• Has there been an equity market rotation in 2023?
• Is there opportunity in small and mid-cap socks?
• Is the Fed done raising interest rates?
• What do we think about AI?

At the conclusion of the presentation, Steve conducts a Q&A session, where he engages Doug and Julie with inquiries on the opportunity set in AI for small versus large cap companies, KAR’s perspective on recent economic data in China and its global impact, and considerations for investors regarding upcoming political events as they determine their equity and fixed income exposures. Watch until the end for Doug’s three key takeaway messages for investors.

Click here to watch the replay.

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. Past performance is no guarantee of future results.

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