Hungry for Growth?
After a strong couple of weeks, we saw markets remind investors that inflation and slowing growth remain key points of concern for traders. For investors, the focus remains long-term, and the potential opportunities may be taking shape as prices and valuations of high-quality growth companies become more attractive. In this week’s market update, we will review how the key concerns of high inflation and slowing economic growth are evolving and how we expect these factors to impact stocks and portfolio composition in the back half of 2022.
Key Takeaways
- Growth concerns are beginning to outweigh inflation concerns (good for us)
- Commodity and shipping rates are collapsing → disinflationary
- China, biotech, and software stocks appear well positioned in this environment
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