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Don Coxe: Time to lighten up equity exposure, shun dividend stocks

Don Coxe, the respected market strategist and historian, is advising investors to cut back their equity allocations, boost bond exposure and stay clear of blue-chip dividend stocks when searching for income.

His latest recommendations were just published in The Coxe Strategy Journal, a quarterly publication that was launched earlier this year. More than a year ago, Mr. Coxe, an adviser to funds including the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, stopped publishing his lengthy market letter called “Basic Points” after more than 20 years.