Market Outlook - 2024
Insights and expectations for the coming 2024.
We provide timely guidance on numerous areas including:
- The impact of the "Fab 7" stocks - what narrow market leadership means for investors.
- Likely outcomes from the new interest rate outlook & portfolio adjustments to be opportunistic
- Investment biases: there are several categories where risk/return ratios look favorable
- 30-year opportunity with bonds; how to get the last from higher rates before the Fed loosens