NFJ’s John Mowrey advises entering stocks as inflation reaches its peak

by | Nov 11, 2023 | Invest During Inflation | 18 comments

NFJ’s John Mowrey advises entering stocks as inflation reaches its peak




Ritholtz’s Josh Brown, Sand Hill’s Brenda Vingiello and NFJ’s John Mowrey, join ‘Closing Bell: Overtime’ to discuss the Fed’s minutes and future rate hikes impact on the market. And when the Fed may pivot….(read more)


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As inflation continues to rise in the United States, investors are wondering how to navigate the current economic climate. According to John Mowrey, the Vice President and Portfolio Manager at NFJ, now may be the time to step into stocks as inflation begins to peak.

Inflation is a key concern for investors as it erodes the purchasing power of money and can lead to higher costs for goods and services. As prices continue to increase, investors are looking for ways to protect and grow their wealth.

Mowrey suggests that stepping into stocks when inflation begins to peak can be a strategic move for investors. Historically, stocks have been a good hedge against inflation, as companies have the ability to raise prices and generate higher revenues in inflationary environments. Furthermore, stocks can also provide the potential for capital appreciation, which can help offset the impact of rising prices.

Mowrey advises investors to focus on companies with strong pricing power and the ability to pass on cost increases to consumers. These companies can be found in sectors such as consumer staples, healthcare, and technology. Additionally, Mowrey recommends considering dividend-paying stocks, as they can offer a steady income stream that may help mitigate the impact of inflation.

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Furthermore, Mowrey emphasizes the importance of diversification within a stock portfolio. By spreading investments across different sectors and industries, investors can reduce the risk associated with any single company or sector.

It is important to note that investing in stocks carries inherent risks, and past performance is not indicative of future results. It is always advisable to seek the advice of a financial advisor before making any investment decisions.

In conclusion, as inflation continues to rise, investors may want to consider stepping into stocks as a way to navigate the current economic environment. By focusing on companies with strong pricing power and diversifying their portfolios, investors can potentially mitigate the impact of inflation and position themselves for long-term growth. With the guidance of a financial professional, investors can make informed decisions to safeguard their wealth against the effects of inflation.

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18 Comments

  1. Uzi Game GP

    He's right

  2. erlin Awli

    I'm all in on the long game, but with my savings going to waste to inflation and my portfolio losing gains every day, I need a fix right away. Currently, inflation is at roughly 10%, so my main concern is how to grow my reserve which has been sitting there for eons with nil to no gains.

  3. Justin Gregory

    Nice timing, great video. Only if a good amount of folks do what you guys teach, just imagine how many millionaires we already have or will have in the future. Not the sad statistics where at least 50% of people are living paycheck to paycheck, even for high income earners. Great contents as always!

  4. Liam Noah

    Given the high inflation, the use of coupons is more widespread than ever and many people rely on them not only for the purchase of food but also
    for clothing and much more. The transition to the 8112 digital coupon format is imminent. Qples by Fobi is the only platform able to provide
    physical/digital coupons anywhere in the world redeemable in real time! This is very valuable for the big CPG brands as they allow them to improve
    their Roi but above all customer loyalty, which has proven to change brands if the situation is advantageous.
    McDonalds, burger King and many other brands could use Qples by fobi coupons to increase customer loyalty, Roi and improve their margins.
    Given the high inflation that has led to the reduction in consumer purchasing power, CPGs are looking for new ways to attract customers.
    I think the arrival of digital coupons and the transition to 8112 has been accelerated by all of this.
    The decline in margins and profits that we are witnessing of many tech companies, once considered leaders,
    confirm the shift of the consumer in search of better opportunities and bargains offered by coupons.

  5. Adonis Orion

    Inflation is producing a slew of problems throughout the world, including food shortages, diesel and heating fuel shortages, and housing prices and financial market crash. This global collapse might end up being a part of us for a very long time. With inflation currently at about 9%, my primary concern is how to maximize my savings/retirement fund of about $300k which has been sitting duck since forever with zero to no gains.

  6. I AM ROCKY

    The guest speaker offers a refreshing outlook

  7. Mid-Class VS Sup-Rich

    FAKE NEWS MOVES THE MARKET, ALWAYS!
    Fedz, Riches & fake news are best friends to steal your money lol. Market is been manipulated, buy low sell high!!

  8. apothe6

    Very reasonable take. So many people drinking the doom and gloom koolaid nowadays. If you invest, you invest for the long term!

  9. keto6789

    To heck with bonds! I'll hold 40% cash and when the market and certain equities sell way down I start nibbling and make more on rallies and then sell. Rinse and repeat.

  10. keto6789

    Haha good luck timing that.!

  11. Redjetsen

    The con game does not want you to leave

  12. The North

    Dude has such a basic rationale as if we’re not coming off ignorantly priced everything in 2021 as the base year.

  13. nhan tran

    why the war in ukraine is not taking into consideration?

  14. HelloGoodbye

    Why are there so many scam bot threads in CNBC videos

  15. Cuong Nguyen

    Dont know crap

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  17. Oleg

    Fully agree

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