I believe the Fed will continue to reiterate that inflation is transitory. This might heard a good Q3/4 for growth and tech stocks. However, always good to have a small portion of one's portfolio to be in value plays for hedging.
Please take a look at ZIM Integrated Shipping Services ($ZIM). Strong financials relative to industry averages, competitive edge in an industry which can benefit from supply-side inflationary pressures, and openness towards innovation. Stock got beat down from a recent secondary offering too (current stock price is near its secondary offering price). Cheers.