Riding the Wave: How the Smart Money is Investing in 2024
After an above average year for markets in 2023, investors are looking for signs of what 2024 has in store. They have many factors to consider, including the growing debt level, the rate of GDP growth, and the upcoming US elections. With all of this available information, how can investors best interpret these signals to maximize the chance of success? How is the smart money investing in the year ahead? Oue Dimensional colleagues, Mark Gochnour and Jake DeKinder, review the many variables in the market and how investors can think about their relationship to stock returns.
Topics include:
- The debt-to-GDP ratio and market performance
- Stock market returns in low- and high-GDP-growth countries
- The relationship between inflation and stock returns
- The 2024 US elections (president, Congress, etc.)
Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).
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