A Word from the Pembroke Team
Early in the third quarter, it appeared global growth stocks would try to make a comeback, but equity markets came under renewed pressure as the US Federal Reserve made it clear they would fight inflation, even at the expense of economic growth.
As new economic growth forecasts started to come down across markets, investors focused increasingly on earnings growth estimates. Questions about earnings growth affected both equity and debt markets.
This is an environment in which bottom-up stock pickers may have the opportunity to identify true growth companies that are able to use strong balance sheets and internal cash flows to make acquisitions, expand market share and grow earnings.
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Your Toolbox – Dividend Growth and Large Caps
On October 18, 2022, Pembroke held an event during which its managers will discuss the merits of portfolio exposure to dividend growth and large cap stocks.
DISCLAIMER
This report is for the purpose of providing insight into Pembroke and the Pembroke funds. Past performance is not indicative of future returns. Any securities listed herein, are for informational purposes only and are not intended and should not be construed as investment advice nor is it a recommendation to buy or sell any particular security. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Pembroke seeks to ensure that the content of this document is correct and up to date but does not guarantee that the content is accurate and complete and does not assume any responsibility for this. Pembroke is not responsible for decisions or actions taken or made on the basis of information contained in this document.
