

Rich Pickings: What the lessons of 2023 can teach investors for the year ahead
Dec 21, 2023
Portfolio managers discuss the divided market in 2023, the success of big tech stocks, the resilience of economies, and investment opportunities in Asia. They also explore the development of Japan's economy, concerns about the European market, and share their investment strategies for the year ahead.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Lessons Learned and Investment Options
02:12 • 2min
Resilience of Economies and the Future Cutting Cycle
03:52 • 17min
The Dominance of Big Tech Stocks
21:11 • 8min
Insights on Market Observations and Asia's Recovery
28:49 • 4min
Japan's Economic Development and the Impact of Inflation
33:03 • 2min
European Market Concerns and Investment Strategies
35:16 • 5min