Portfolio Intelligence Navigating the financial markets in Q4 2023 and beyond
Oct 3, 2023
Discussion on rising market volatility and outlook for Q4 2023. Impact of Fed's rate hikes on fixed income and equities. Slowdown in global economic growth, prefer US equities. Advice for Q4 2023: focus on higher quality stocks, avoid high yield, find value in mortgage-backed securities and corporates.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Impact of Federal Reserve's rate hikes on fixed income and equities
02:08 • 5min
Global Economic Outlook and Slowdown in Economic Growth
06:54 • 3min
Overall Positioning and Advice for Q4 2023
09:56 • 2min
Yard Sale Season, Quarterly Market Outlook, and Podcast Promotion
12:08 • 2min