Recorded Tuesday, November 5th, 2024.
U.S. equity markets saw encouraging gains in Q3, with all major indices posting positive returns. The summer ended with the Federal reserve embarking on their first rate cut since 2019 which caused some shifts in the market. Leadership, previously concentrated in large-cap tech, has shifted, allowing other sectors and asset classes to shine.
Tune in as we discuss the shifts investors should keep their eye on moving forward - making it crucial to stay informed and prepared for what lies ahead with your portfolios.
Timestamps:
00:40 Inflation
05:41 Market Interest Rate Forecast (Fed Dot Plot)
09:36 Technology vs Other Asset Classes
17:01 S&P with and without Mag 7
20:56 Equities Outperform Fixed Income Despite Rates Being Highest in Over a Decade
25:25 Audience Question – Warren Buffet Selling Stock – What Does it Mean for Greater Market?
27:42 Timing the Market & Yield Curve Inversion
33:33 Election Day & Historical Market Performance by President and Congress Makeup
40:31 Calendar Year Returns Since 1928
44:40 Investing at All Time Highs
47:25 Q&A – Tech Stocks, AI and Risk Management
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
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