Phenomenal Time To Be Investor, Not Consumer: Amoroso

• Consumer sentiment is low due to rising prices, but corporate earnings are strong due to pricing power amid capacity constraints.
• It's a 'phenomenal time to be an investor' by investing in companies solving capacity bottlenecks and delivering record earnings.
• The era of low yields is over; the 10-year Treasury yield is expected to hover around 5% due to inflation, robust growth, and budget deficit concerns.
• Investment strategy includes public equities (S&P, Nasdaq/AI trade) and private assets (private equity, private credit).

Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the current market disconnect where consumer sentiment is low due to rising prices, but it's a 'phenomenal time to be an investor.' She attributes this to strong consumer demand meeting capacity constraints, giving corporations pricing power and leading to record earnings. She also highlights the end of the low-yield era for fixed income.