- With interest rates skyrocketing in 2022 and stimulus programs going into reverse, the odds of a recession are rising rapidly as economic visibility recedes.
- Against this backdrop, investors would be well served to search for investments that are insulated from these forces, which offer diversification benefits and asymmetric risk/reward potential.
- The energy crisis, Russian war, and COVID supply chain disruptions have placed nuclear technology in the spotlight.
- Demand for nuclear technology is accelerating in the energy, defense, and healthcare sectors. Each is uncorrelated with the general economy and interest rates while also offering secular growth opportunities.
- Industry leaders in uncorrelated sectors are an excellent source of absolute and relative returns while providing a portfolio ballast. As a result, BWX Technologies is a top choice for today’s market.
For further details see:
BWX Technologies Is A Perfect Recession Stock