Episode 2 | What to expect from 2024 Artwork

The Purposeful Investor

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.

Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.

Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.

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The Purposeful Investor

Episode 2 | What to expect from 2024

January 24, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 2

In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year.

David and Aden analyse the performance of different asset classes in 2023 and look at sub-asset classes like value stocks. Get their insights on whether 2024 could continue the market recovery or bring new economic challenges.

(1:00 - 1:53) Global market declines in 2022
(1:53 - 4:33) The Bloomberg article
(4:33 - 5:43) Stocks and bonds 2022 decline
(5:43 - 7:46) China reopening, US bank problems, Middle East conflict
(7:46 - 10:50) 2023 return figures
(10:50 - 12:06) Value stocks and tech companies
(12:06 - 13:15) Portfolio positioning and outlook for 2024

Materials
Annualised Range of Returns for the S&P 500
The Benefit of Long-Term Investing
S&P 500 - Good Years Tend to Cluster

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

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Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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