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Stocks Outperform Gold: New Strategy Emerges

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  Published in Stocks and Investing on Tuesday, January 27th 2026 at 17:33 GMT by YouTube
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Tuesday, January 27th, 2026 - As inflationary pressures continue to linger and global economic uncertainty casts a shadow, the age-old question of 'where to put my money' remains a top priority for investors. For decades, gold has served as the quintessential safe haven asset, routinely surging in price during times of crisis. However, a new perspective is emerging, championed by Patrick Kearns, senior portfolio manager at Alpine Macro, who argues that strategically selected stocks offer a potentially more lucrative path forward.

Kearns' research, detailed in a recent report, identifies seven stocks that he believes will outperform gold over the next few years, particularly in a volatile economic landscape. While gold continues to offer a degree of security, Kearns contends that many of its gains are already reflected in current market valuations. His team's selection criteria centers on a combination of robust growth potential, consistent dividend payouts, and inherent resilience against economic downturns - characteristics often lacking in the traditionally static nature of precious metals.

A Diversified Portfolio for a Turbulent Time

The recommended portfolio isn't about blindly chasing returns; it's built on a foundation of fundamental strength. Kearns emphasizes the importance of diversification, arguing that a concentrated holding in gold offers limited protection against a broad range of economic risks. Let's examine the specifics:

1. AbbVie (ABBV): The pharmaceutical giant continues to be a cornerstone of Kearns' strategy. AbbVie's robust dividend payouts provide a steady income stream, while its ongoing research and development efforts in areas like immunology and oncology position it for sustained growth. The company's established market presence and ability to navigate regulatory hurdles contribute to its stability.

2. Air Products & Chemicals (APD): With the global push towards clean energy accelerating, Air Products is strategically positioned to benefit. The company is a leading producer of industrial gases, and crucially, it's heavily investing in hydrogen production and related technologies, anticipating a significant surge in demand driven by the transition to a lower-carbon economy. Their commitment to innovation and expanding into green hydrogen markets is a key differentiator.

3. Amgen (AMGN): Amgen's success hinges on its impressive drug pipeline, constantly developing innovative therapies for a range of conditions, including oncology, immunology, and rare diseases. The company's history of successful product launches and its ongoing commitment to R&D suggest continued growth potential, particularly in areas with unmet medical needs.

4. Bristol Myers Squibb (BMY): Another pharmaceutical powerhouse, Bristol Myers Squibb, benefits from a diversified portfolio of both established pharmaceutical products and promising experimental therapies. Their focus on innovative cancer treatments, alongside their work in immunology, offers significant growth prospects.

5. Duke Energy (DUK): In an era of increasing energy demands, Duke Energy's essential role in providing reliable power and utilities makes it a surprisingly resilient choice. The company's consistent revenue generation and dividend payouts, fueled by regulated rates, offer a dependable income stream, especially attractive during economic uncertainty. Their focus on modernizing infrastructure and investing in renewable energy sources adds a long-term growth element.

6. ExxonMobil (XOM): Despite ongoing debates surrounding fossil fuels, ExxonMobil's scale and operational expertise remain critical. The company's position as a leading energy producer, coupled with rising commodity prices driven by global demand, presents significant growth opportunities. Crucially, ExxonMobil is also investing in carbon capture technologies and exploring alternative energy sources, signaling a willingness to adapt to the changing energy landscape.

7. Micron Technology (MU): The semiconductor industry is poised for growth, driven by the ever-increasing demand for memory chips - a sector where Micron Technology holds a leading position. The company's technological advancements and its strategic partnerships position it to capitalize on the expansion of data centers, artificial intelligence, and other memory-intensive applications.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. Investment decisions should be made after thorough research and consultation with a qualified financial advisor.