Old-Economy Investments Gain New Appeal in Confounding Markets

It’s been a challenging time to navigate the markets. War in the Middle East is causing chaos and consternation globally, yet stocks have been hitting records. Corporate earnings season is moving into high gear and companies are planting some serious red flags. All the while, conviction in the effects of AI is polarizing between extreme optimism for a select few firms and equally extreme pessimism about threats to entire industries.

In this context, I found the latest installment of our “Where to Invest” series refreshing, a bit surprising, and somehow calming. The big theme that jumps out: In a time of seemingly extreme disruption, what’s old is new. Chasing the latest and greatest might not serve you as well as looking to the tried and true.