Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab (NYSE:SCHW) & Co. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota, she expands on several of her key investment themes. Specifically, Liz Ann explains why she calls this the “Temperamental Era” and what her “Rolling Recession” thesis means for investors. In short, the 2009-2020 period was the outlier...not the new norm...for the economy and markets, and investors need to adapt accordingly.
Liz Ann then pivots to her outlook for Federal Reserve policy in 2024, her take on the “Magnificent Seven” stock phenomenon, and why focusing on stock FACTORS (versus just SECTORS) is so important. Finally, she discusses the emergence of geopolitical “blocs” and how they will influence markets over time – as well as why ACTIVE (rather than PASSIVE) investing will become more important in the years ahead.
This content was originally posted on the MoneyShow YouTube Channel