Bloomberg Surveillance: Balafas on the Role of Defensive Stocks and Alts Amid Market Uncertainty
3/28/2025
Sevasti Balafas, CFA, CPWA® CEO at GoalVest Advisory chatted with the Bloomberg Surveillance team on current asset allocation, the use of defensive stocks and alternative investments, and her recommended stock pick amid the tariff uncertainty.
"In terms of longer-term growth investors, we still have our neutral weight equity allocation, but we have become more defensive by using those dividend stocks...The other area is in private markets. So private credit...you're not going to see the volatility that you have been seeing in the public equities markets... Also, other alternative investments -- like structured notes -- that do well with volatility."
Listen to full podcast episode here:
https://www.bloomberg.com/news/audio/2025-03-28/bloomberg-surveillance-pce-and-tariffs-podcast
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