If We are Headed for Recession, This is Where to Hide

In the Money with Amber Kanwar · Mar 25, 2025 · 54m

Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Management’s portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investments—companies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trump’s trade war means stagflation is a huge risk but notes the sectors she invests in are attractive regardless of an economic slowdown or rise in inflation. She tells In the Money with Amber Kanwar why she’s bullish on…