“As we move along into 2024, the markets seem to be absorbing the ups and down of inflation, the Fed and recent geo-political events.”
Each quarter, Jon Christensen, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Core strategy and shares his market outlook. Listen to his most recent episode where Jon recaps market activity during Q4 2023, with a particular focus on:
- Fundamental and sector drivers of the market
- Primary contributors and detractors to the Mid Cap Core strategy performance
- Factors contributing to market uncertainty in 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.