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The stock market (^GSPC, ^IXIC, ^DJI) faced a roller coaster of volatility in February amid concerns over slowing economic growth and political tensions. The Federal Reserve Bank of Atlanta's latest GDP (gross doemstic product) estimates predict a contraction in 2025's first quarter, adding to the uncertainty.
Cohen & Steers president and CIO Jon Cheigh joins Market Domination Overtime hosts Josh Lipton and Julie Hyman to talk about the changing macroeconomic landscape.
He explains that investors need to adapt to the new environment by diversifying their portfolios:
"Our view is for policymakers, and therefore economies, it's just a much trickier game. So, what does that mean for investors? It means that even though, of course, everyone thinks they have the right answer, you need to be diversified."
Cheigh emphasizes that with rising inflation and economic uncertainty, real assets and alternative investments — such as real estate and infrastructure — can offer stability and returns.
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"In a world where inflation may be a bit higher, and where maybe the view of what's GDP going to look like over the next six, 12, 24 months may be more uncertain, that's typically an environment where real assets tend to do better," Cheigh says.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.
This post was written by Josh Lynch