2023 Thematic Outlook: Rethink Growth

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Summary

  • In 2023, the potential for performance dispersion among equities (i.e., some stocks doing quite well and some quite poorly) could mean it finally pays for growth and tech equity investors to consider getting selective again.
  • Amidst a challenging economic outlook, from rates to potential recession, there are themes that may be poised to shine within growth and within technology.
  • This means getting more precise about where to find opportunities that can navigate challenging near-term economic conditions, while seeking to capture exposure to long-term structural Megatrends.

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Jonathan Kitchen

By Jay Jacobs

In 2023, the potential for performance dispersion among equities (i.e., some stocks doing quite well and some quite poorly) could mean it finally pays for growth and tech equity investors to consider getting selective again. Amidst a challenging economic

Pairwise correlation between stocks in the Nasdaq-100 Index

Map of the United States illustrating the scope of the IIJA.

Illustration depicting the virtuous cycle between the EV demand and supply drivers.

Stacked column chart showing the number of adeno-associate virus (AAV) gene therapy trials completed per year across clinical trial stages.

Stacked column chart showing global genetic medicine sales in billions of US dollars (excluding COVID-19 vaccines) across RNA and gene therapies.

Column chart showing expected 2026 spending by therapy area.

Bar chart highlighting areas of technology spending that are least likely to be cut, per a survey of CIOs by Morgan Stanley Research.

Stacked bar chart showing the mentions of supply-chain shifts during U.S. earnings calls and conference presentations.

Line chart showing the index of average robot prices and labor compensation in manufacturing in the U.S. from 1990 to 2017, starting at an origin of 100%.

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