SlateStone’s Chief Equity Strategist, Erin Gibbs, joined Schwab Network’s Trading 360 to share her perspective on navigating a late-cycle economy shaped by sticky inflation and slowing growth.
Erin described today’s market as a “potluck,” where leadership is rotating beyond the familiar mega-cap names, and investors have more options to choose from. Defensive sectors are stepping up: healthcare, consumer staples, utilities and food and beverage are showing strength as growth slows.
Her takeaway: this environment favors investors who shift some profits from high-growth names and rotate into resilient, defensive stocks that can hold portfolios steady if conditions worsen.
Watch the full segment here.