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Center For Investment Excellence
The 2024 Asset Allocation Draft
Dec 15, 2023
David Lebovitz and Jared Gross conduct an annual asset allocation draft for 2024. They discuss the economic outlook, Fed policies, fixed income market analysis, asset allocation strategies for various regions, insights on real estate and high-yield investments.
29:57
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Quick takeaways
- Adding duration to fixed income portfolios can be beneficial in a soft landing environment with potential rate cuts.
- US large cap equities are recommended due to their higher quality assets, resilience in the tech sector, and solid cash positions.
Deep dives
Outlook for 2024: Soft landing expected with decelerating inflation
Looking back at 2023, the year exceeded expectations with better-than-expected growth, decelerating inflation, and strong performance in the S&P 500. Looking ahead to 2024, a soft landing is anticipated with continued deceleration of inflation and slower growth. This macro backdrop may provide the Federal Reserve with more flexibility and potential room for modest easing if it aligns with their base case of trend growth and inflation approaching the 2% target.
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Discover
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