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Top Traders Unplugged
GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann
May 1, 2024
Expert Christian Mueller-Glissmann discusses 2024 capital allocation, Europe's inflation resilience, and using structured products. They analyze election cycles, advocate for trend following strategies, and highlight optimal portfolio allocation suggestions for the year.
01:05:08
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Quick takeaways
- Optimal portfolio mix in 2024 may shift to one-third equity, one-third real assets, and one-third bonds to manage inflation risks.
- Populist election cycles historically impact equity returns, underlining the fiscal impulses during such periods.
Deep dives
Shifting Market Sentiments in 2021
The sentiment in the market has transitioned from a 'Goldilocks' thinking to a 'reflation flirtation,' where there's an anticipation of growth and lower inflation. However, concerns arise if this flirtation turns into desperation due to the potential stickiness of inflation. Equities are currently at all-time highs, but the market remains sensitive to growth indicators, especially with the delicate balance between growth and inflation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode