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Risk-Off Mentality Could Benefit Contrarians
CNBC.com | January 18, 2012 | 09:50 AM EST

White also favors hard asset investments that can thrive in a variety of outcomes. Should the Fed’s stimulus programs trigger inflation, he likes oil and natural gas drilling stocks, gold and silver mining companies and well-managed REITs.

And if Europe and the U.S. solve their debt problems, ushering in a stronger recovery, demand for oil and industrial commodities like silver should increase.

Investors won’t be willing to take on more risk only until Europe’s problems have been resolved, says Curvin Miller, a vice president with Dayton, OH investment firm Russell & Co. In the meantime he’s advising clients to stay conservative, recommending secure floating rate loan funds as a hedge against rising interest rates and non-traded commercial real estate and private REITs for dividend income.

His contrarian play is returning to beaten-up emerging markets stocks for growth. An easy way to gain EM stock exposure is through the Vanguard MSCI Emerging Markets ETF .

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