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Defense Tech: Inventory Burn Becomes a Catalyst
T
Tejas Dessai
Mar 10, 20265 min read
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Madeline Ruid
Scott Helfstein
Tejas Dessai
In 2022, thematic growth stocks have fallen out of favor with investors concerned about rising interest rates and profit margins. However, closer inspection reveals that these concerns might be overdone. Not only do most of themes continue to grow revenue faster than inflation, but, during economic downturns, growth eventually becomes defensive. Amid uncertainty, focusing on growth alone may introduce vulnerability, but growth themes that experienced meaningful price compression in 2022 may provide an offset owning to cheaper valuations.
The topics covered:
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