How to invest in the market downturn: offensive and defensive ideas

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The global head of portfolio construction at a $311 billion firm explains why investors who haven't pivoted from defense to offense could be giving up big returns — and breaks down what they should buy for exposure to the market's upside

But Adam Hetts said that investors who aren't also playing offense might miss out on big gains.As concerns about a recession and uncertainty around thehave heated up in recent months, markets have grown fraught with fear. Investors have responded to these near-term cyclical headwinds by pivoting out of riskier assets and into more defensive holdings instead.

According to Hetts, investors who don't have an appropriate allocation to offensive assets risk not being exposed to the market's upside when it rebounds. "It's darkest before dawn — that stage typically happens three to four months into a recession. As Warren Buffet said, be greedy when others are fearful," Hetts added.In the case of a lasting bear market, Hetts expects a drop in earnings growth. That's why, to play defense in equities, he recommends investors look for high-quality companies with stable earnings.

Finally, Hetts said that a defining trait of the current market environment has been the high interest rate volatility. Therefore, investors should be careful to select for companies with high-quality balance sheets and lower levels of debt, since leverage only becomes more expensive and volatile as interest rates move.

 

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