

America Powers On: Why US equities are still poised to outperform in 2024
5 snips Jan 18, 2024
The podcast discusses the performance of US equities in 2023, recommendations for the year ahead, and whether it's time to reduce US equity positions. It also explores return expectations for different asset classes, risks associated with the escalation of the Israel Hamas war, and choosing the ideal image for a report cover.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
US Equities: Outlook and Considerations
04:18 • 10min
Return expectations, sector outlook, and tactical tilts in US equities and other asset classes
14:03 • 4min
Risks and Concerns for 2024: Escalation of Israel Hamas War
17:41 • 2min
Choosing the Image for the Front Cover
19:18 • 3min