Center For Investment Excellence

The 2024 Asset Allocation Draft

Dec 15, 2023
Guest
David Lebovitz
Guest
Jared Gross
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.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Analyzing the Economic Outlook and Fed Policies
02:40 • 3min
3
Analyzing the Fixed Income Market in 2024
05:31 • 6min
4
Asset Allocation Strategies for 2024
11:21 • 17min
5
Insights on Real Estate and High-Yield Investments
28:25 • 2min