SlateStone Wealth’s Chief Equity Strategist, Erin Gibbs, joined Fox Business’s Making Money with Charles Payne to discuss why now may be the time to rebalance portfolios toward defense.
Erin noted that rising credit spreads and slowing momentum suggest a shift underway, making defensive sectors like healthcare and utilities more attractive. She highlighted Insulet for its innovation in diabetes delivery technology and Cisco for its steady dividends and potential AI upside—both positioned as tactical additions to complement core growth holdings.
Watch the full segment here.