OUTLOOK 2024

WealthBT: Positioning your portfolio for 2024 (Ep 33)

Published Mon, Dec 25, 2023 · 05:00 AM

With interest rates possibly reducing in 2024, how should you position your portfolio? PHOTO: FREEPIK

DeeperDive is a beta AI feature. Refer to full articles for the facts.

MARKETS are on a tear since the Federal Reserve signalled a pivot towards cutting interest rates in 2024. How should you position your portfolio? Here are some thoughts on bond yields; geopolitical risk in 2024; investing in value equities; and keeping faith in balanced portfolios.

Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.

Highlights of the podcast:

01:29 Indications of what the Fed may do next year

03:20 Bond yields are attractive and offer a return above inflation

05:19 2024 is a record year for elections, raising geopolitical risk

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08:20 Opportunities in value equities

10:08 Balanced portfolios are alive and well

12:12 Reinvesting out of cash

WealthBT: Prenups - Why enter into one and who benefits? (Ep 31)

Over the past five years, investors in energy transition have suffered a performance gap of 11.9 percentage points a year when cash inflows and outflows are taken into account, compared to a buy-and-hold strategy.

Mitigating the deep damage of market-timing errors

Mercer chief investment strategist Rich Nuzum says the window to invest profitably in a crisis has shortened from months during the 2008 global financial crisis to just days now.

As market cycles shorten, scenario modelling is key to action and profits: Mercer chief strategist

Written and hosted by: Genevieve Cua (gen@sph.com.sg)

Edited by: Howie Lim & Claressa Monteiro

Recording engineer: Joann Chai Pei Chieh

Produced by: BT Podcasts, The Business Times, SPH Media

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

Discover more BT podcast series:

BT Money Hacks Podcast at: bt.sg/btmoneyhacks

BT Mark To Market Podcast at: bt.sg/btmark2mkt

BT Podcasts at: bt.sg/pcOM

PropertyBT at: bt.sg/btpropertybt

BT Market Focus at: bt.sg/btmktfocus

BT Branded Podcasts: bt.sg/btbrpod

BT Lens On: bt.sg/btlenson

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