In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year.
David and Aden analyse the performance of different asset classes in 2023 and look at sub-asset classes like value stocks. Get their insights on whether 2024 could continue the market recovery or bring new economic challenges.
- (1:00 - 1:53) Global market declines in 2022
- (1:53 - 4:33) The Bloomberg article
- (4:33 - 5:43) Stocks and bonds 2022 decline
- (5:43 - 7:46) China reopening, US bank problems, Middle East conflict
- (7:46 - 10:50) 2023 return figures
- (10:50 - 12:06) Value stocks and tech companies
- (12:06 - 13:15) Portfolio positioning and outlook for 2024
Materials
Annualised Range of Returns for the S&P 500
The Benefit of Long-Term Investing
S&P 500 - Good Years Tend to Cluster
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
Popular Podcasts
True Crime Tonight
If you eat, sleep, and breathe true crime, TRUE CRIME TONIGHT is serving up your nightly fix. Five nights a week, KT STUDIOS & iHEART RADIO invite listeners to pull up a seat for an unfiltered look at the biggest cases making headlines, celebrity scandals, and the trials everyone is watching. With a mix of expert analysis, hot takes, and listener call-ins, TRUE CRIME TONIGHT goes beyond the headlines to uncover the twists, turns, and unanswered questions that keep us all obsessed—because, at TRUE CRIME TONIGHT, there’s a seat for everyone. Whether breaking down crime scene forensics, scrutinizing serial killers, or debating the most binge-worthy true crime docs, True Crime Tonight is the fresh, fast-paced, and slightly addictive home for true crime lovers.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.