In this episode, Jason and Mark discuss the market performance in 2023 and provide an outlook for 2024. They also analyze the latest job report and its impact on the economy. The conversation then shifts to the Federal Reserve’s interest rates and the opportunities in fixed income investments. They highlight the benefits of a 60-40 portfolio and the potential returns in core bonds. Finally, they discuss opportunities in equities, particularly in sectors such as industrials and healthcare.
Takeaways:
– The market had a strong performance in 2023, but there may be increased volatility in 2024.
– The job report indicates a slowdown in job growth, which could impact the economy.
– Lower interest rates present opportunities in fixed-income investments, particularly in core bonds.
– A 60-40 portfolio can provide a balance of growth and income for investors.
– Investors should consider opportunities in select sectors, such as industrials and healthcare.
Chapters:
00:00 Introduction and Recap of 2023
03:05 Market Performance in 2023 and Outlook for 2024
07:46 Job Report and its Impact on the Economy
13:27 Fed Interest Rates and Fixed Income Opportunities
21:59 The Benefits of a 60-40 Portfolio
25:53 Bond Convexity and Total Return Potential
30:22 Opportunities in Equities and Select Sectors
31:48 Conclusion and Call to Action
Links:
Our Website: (https://boyerfs.com/insights/the-closing-bell-podcast/) Apple: (https://podcasts.apple.com/us/podcast/the-closing-bell/id1708657432)
Google: (https://www.google.com/podcasts?feed=aHR0cHM6Ly9tZWRpYS56ZW5jYXN0LmZtL3RoZS1jbG9zaW5nLWJlbGwvcnNz%3D)
Spotify: (https://open.spotify.com/show/0vyXQFOQdYNvyzgSLzGe2E)
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Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
All indices are unmanaged and may not be invested into directly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing involves risk including loss of principal.
Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
