Navigating the financial markets in Q4 2023 and beyond
Portfolio Intelligence
00:00
Overall Positioning and Advice for Q4 2023
The chapter discusses the current late cycle, choppy, and challenging investment environment. It advises investors to focus on higher quality stocks, lean towards mid and large cap US stocks with a quality bias, and be underweight non-profitable smaller cap stocks. On the fixed income side, it suggests avoiding high yield and floating rate securities, and instead finding value in municipal mortgage-backed securities and investment grade corporates.
Transcript
Play full episode
