Top strategist explains why it's time to pivot from stocks in new era

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A chief global strategist explains why it's time to pivot from stocks as a new era of investing kicks off

With the Fed committed to tighter monetary policy following a decade of near-zero interest rates, a new era of investing is dawning and investors will have to adopt a different strategy for 2023 and beyond, according to Seema Shah, chief global strategist at Principal Asset Management.

To Shah, equities will be one of the key losers moving forward, but the current stock rally presents a good time to pocket gains and exit positions before more headwinds hit, such as an earnings recession and broader economic downturn. Looking ahead, Shah is watching bonds and the fixed-income space as safe corners of the market, given that yields are generating attractive returns relative to recent history.

Historically, during periods of low economic growth and high inflation, listed infrastructure outperforms fixed income and equities, she said.

 

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