In light of equity market volatility, CIO highlight their highest conviction thematic equity ideas over a six- to 24-month time horizon.
While we believe a more balanced approach is appropriate given the likelihood of a slowdown in business activity, we think it is premature to adopt an outright defensive stance.
The path of the market will be highly dependent on whether the Fed can engineer a “soft landing”— raise interest rates high enough to stifle inflation and cool the economy down without causing a recession.
In the current market environment, we see six key thematic opportunities: Sell-off opportunities, Reopening America, Business spending rebound, Security takes center stage, Time for quality, and Pricing power standouts.
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