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  5. ATZ: If you have a crystal ball and the economy starts to shrink, layoffs increase, spending slows and of course, inflation cools while rates come down faster than expected, what would be your top inves... [Aritzia Inc. Subordinate Voting Shares]
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Q: If you have a crystal ball and the economy starts to shrink, layoffs increase, spending slows and of course, inflation cools while rates come down faster than expected, what would be your top investment ideas over the next 9 - 12 months?
Asked by Jordan on November 09, 2023
5i Research Answer:

If the economy starts to slow down meaningfully, leading to rates coming down faster than expected, we think high-growth companies (even if not meaningful profitable) would experience a tailwind again in terms of multiple expansion.

Some of companies we think could do well in that environment such as SHOP, LMN, GLXY, NVEI, DCBO, ATZ

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