Four themes at the forefront of a growth recovery

Four themes

Today’s markets are among the most challenging we have seen in several decades, and the lack of visibility, contradictory indicators, and macroeconomic pressures have investors on edge.

As global equities declined into a bear market in 2022, growth stocks were among the worst performers. However, as this year progresses, the Federal Reserve will ease - and potentially end - its tightening cycle as the economy slows. In this environment, companies with reliable growth and exposure to secular themes have a long-term advantage. Recognising the key differences among these growth companies is helpful to better understand their behaviour in different market cycles. In our experience, they can be divided into two broad groups - ‘emerging growers' and ‘stable growth co...