QVMS - Asset Allocation Expectations In 2024
2024-02-23 02:25:00 ET
Summary
- The factors we are most concerned about in 2024 will move investors in a new direction. First, we are concerned about the pace of Federal Reserve (Fed) easing in 2024.
- If growth continues, and we avoid a recession, we believe sales growth, profitability, and earnings will point to winners in the stock market in 2024.
- I’d recommend that investors rebalance their portfolios with a focus on freeing up capital to redeploy. One of the areas I’d send that newly freed-up capital to is equities.
By Todd Jablonski, CFA, Chief Investment Officer & Global Head of Multi-Asset and Quantitative Investments ...
Asset Allocation Expectations In 2024