SPAK - Andres Cardenal Positions For 2022: Outstanding Opportunities In Growth Stocks

• Economic growth will probably be below expectations in 2022, and inflation should decelerate once we move beyond the supply chain problems.
• The macro landscape looks favorable for growth stocks once again.
• Much more important, many high quality growth stocks are now trading at compelling valuations.
• If 2020 was the year of the party for growth stocks, then 2021 was the hangover. Moving forward, the market will probably be more selective.
• High-quality growth stocks at attractive valuations are the best bet for 2022 and beyond. Among the cyclical sectors, semiconductors offer great opportunities as picks and shovels plays for the digital transformation.

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