The Coiled Spring — 2026년 디펜시브 섹터의 조용한 힘
The Coiled Spring
원문 보기 (영문) →2026년 3월 5일 GQG 웹캐스트.
Todd Harlicka(Managing Director, Institutional Sales & Service)와 Jonathan Miller(Client Portfolio Manager)가 등장해 디펜시브 섹터의 간과된 기회를 짚는다.
핵심 주제
- 역사적 밸류에이션 저점에 있는 디펜시브 종목
- 견고한 성장
- 시장 톤이 AI에서 멀어질 때 이 회복력 있는 영역들이 어떻게 반등할 수 있는지
이런 영역들은 AI 광풍에 가려져 있지만, 매크로·지정학 우려가 부각되면 가장 먼저 재평가되는 자산이다. 역사적 저점 부근 밸류에이션 + 견고한 cash flow + 안정적 배당의 조합이 "감긴 스프링"처럼 잠재 에너지를 모으고 있다는 메타포가 핵심.
웹캐스트 시청 등록은 gqgpartners.com 에서.
Register to watch Todd Harlicka, Managing Director of Institutional Sales and Service, and Jonathan Miller, Client Portfolio Manager, as they highlight overlooked opportunities in defensive sectors. They explore historic valuation lows, durable growth, and why these resilient areas could rebound if market tone shifts away from AI.

Views and opinions are expressed as of 5 March 2026.
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