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Is Thematic Growth A Crazy Response To High Inflation?

Sep. 23, 2022 2:41 PM ET
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Global X ETFs


  • In 2022, growth stocks have fallen out of favor with investors concerned about rising interest rates and profit margins.
  • Numerous innovation-based themes grew their toplines faster than inflation over the past 12 months, and we view many of their catalysts as structural and longer term in nature.
  • The labor market, and its effects on the health of the U.S. consumer, may be the biggest potential headwind. If unemployment were to rise rapidly and consumer spending contracted as a result, there would be implications for equities broadly.

Inflation Concept

Ibrahim Akcengiz

We consider Warren Buffett a pretty wise and successful investor. So in analyzing current investor perceptions about thematic growth, we looked at advice he offered in a Berkshire Hathaway shareholder letter all the way back in 1981, another period of high

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