Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

2023 Financial Year in Review and Looking Ahead for 2024

2023 Financial Year in Review and Looking Ahead for 2024

FromThe Empowered Investor


2023 Financial Year in Review and Looking Ahead for 2024

FromThe Empowered Investor

ratings:
Length:
29 minutes
Released:
Jan 11, 2024
Format:
Podcast episode

Description

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 investorsThanks 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!Key Topics: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 & AssociatesThanks 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
Released:
Jan 11, 2024
Format:
Podcast episode

Titles in the series (92)

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com