Stephanie Link, the Chief Investment Strategist and Portfolio Manager at Hightower Advisors, recently on CNBC’s “Squawk Box.” She provided her perspective on what to expect in today’s market and the economy. During the interview, she provided an in-depth analysis of where she is currently investing her money and how interest rate fluctuations may influence future housing cycles.
In her presentation, Link focused on positive signs that we may see a new housing cycle develop if interest rates keep going down. She focused in particular on how lower interest rates will increase demand for housing, increasing its good investment potential. Link’s expertise in investment strategy positioned her to address the implications of economic shifts, particularly in relation to consumer behavior and market dynamics.
Throughout the interview, Link emphasized the importance of understanding the broader economic landscape when making investment decisions. She shared some of her favorite sectors that she thinks are ready to breakout and discussed her reasoning for selecting these areas. Her smart insights are truly indicative of a macro to micro investing approach – not just the trends happening globally and nationally, but what’s happening specifically in the market.
Link’s appearance on “Squawk Box” comes at a time when many investors are seeking guidance on navigating an unpredictable economic environment. At Hightower Advisors, she applies that impressive research and market analysis expertise to fuel her role. She provided some great advice for newcomers with us during the segment. She deftly handled important questions about inflation, full employment, consumers’ confidence in the U.S. economy. Her unique insights provided a complete picture of what motivates and shapes investment strategies.
Beyond housing and interest rates, Link shared a few other priorities she plans to focus on in her new role. Smart but hopeful She’s prudent, but she’s positive. She advocates for a more diversified and equitable investment strategy that mitigates historic risks while capitalizing on 21st century opportunities. This holistic approach is an extension of her fiduciary promise to deliver clear and intelligent financial guidance to clients at Hightower Advisors.