episode: 89

2023 Financial Year in Review and Looking Ahead for 2024

January 8, 2024

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Investment Insights for 2024

How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more.

Keith Matthews and Lawrence Greenberg offer a comprehensive analysis of 2023, highlighting the performance of different asset classes, the role of major tech firms, and the impact of inflation and central bank policies. They discuss strategies for navigating the markets and how to avoid common investment mistakes, providing valuable insights for investors

Thanks for joining us on this journey through the past year and into the future. We hope these insights will guide your investment decisions in 2024.

Thank you for tuning in!

Strategies for navigating the markets

Discussion on 2023 asset class returns (1:41)
Analysis of the 60/40 portfolio performance (2:29)
Impact of the Magnificent Seven tech firms on the market (4:53)
Style factors in the stock market (8:19)
Major economic and stock market themes of the year, including rates and inflation (9:16)
Interest rate policy and its effects (11:21)
Possibility of a soft landing or a recession? (14:05)
Canada’s economic growth and TSX returns (14:43)
Discussion on stock pricing and recession expectations (16:13)
Analysis of Federal Reserve rate cuts (17:08)
Long-term investing perspectives (18:20)
Bond yields and investor positioning (19:03)
Enthusiasm around artificial intelligence and its market impact (22:37)
Importance of avoiding errors and pitfalls in investing (23:50)
And much more!

Mentioned in this Episode:

Tulett, Matthews & Associates

Meet your hosts

Keith Matthews

Partner & Portfolio Manager

Marcelo Taboada

Associate Portfolio Manager

Lawrence Greenberg

Associate Portfolio Manager

Thanks for Listening!

Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112 Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more! Follow The Empowered Investor on Facebook, LinkedIn, and Instagram

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