‘There’s very little margin for error’: 7 strategists explain why the Goldilocks narrative is in trouble — but these 8 investments are still worth making now

• Stocks are near all-time highs, and investors think growth will hold up while interest rates fall.
• Seven strategists are skeptical about that thesis as well as the market’s recent rally.
• Here are eight investments that could hedge against upcoming turbulence.

Eighteen months ago, the market outlook was dire. A recession seemed inevitable as inflation hit multi-decade highs, and spiking interest rates led to the worst year for stocks since 2008.