Zach Curry's Top Picks: June 1, 2023

Zach Curry, director and portfolio manager, Greenrock Capital Partners

FOCUS: North American large caps

MARKET OUTLOOK:

Higher-than-expected inflation over the past two years has caused central banks around the world to raise interest rates, putting pressure on consumers through higher borrowing costs. Unemployment rates, however, continue to hover at record-low levels. Additionally, wages increasing along with inflation has resulted in consumer spending remaining fairly resilient.