Capital Ideas Podcast
The new reality of investing (2024 edition)
Oct 26, 2023
Portfolio manager Jody Jonsson shares her outlook for the global equity markets in 2024, discussing topics such as changing geopolitical landscape, inflation, interest rates, and the importance of company selection. They also speculate on potential market shifts, highlight challenges for the European market in adopting electric vehicles, and discuss surprising events of 2023. Additionally, they explore personal hobbies such as flying and analyze aerospace investments. The speaker discusses their early life and influences in investing.
33:45
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Quick takeaways
- Returns in 2024 may be more modest, emphasizing the importance of valuations and stock picking.
- Shifting healthcare and industrial sectors offer attractive investment opportunities beyond dominant technology stocks.
Deep dives
Outlook for 2024: Shifting Market Dynamics and New Mental Models
Jody Johnson, portfolio manager with New Perspective Fund, discusses her market outlook for 2024 in this 200th episode of the Capitol Ideas podcast. She acknowledges the changing market dynamics, such as rising interest rates, increased inflation, and geopolitical events. Jody believes that returns in 2024 may be more modest, with a focus on stock picking and individual company fundamentals. She highlights the importance of valuations and the potential for a broadening of the market beyond the dominant technology stocks.
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