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.

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

0:00-1:00 Introduction and welcome

1:00-1:53 Global market declines in 2022 setting the stage for uncertainty in 2023

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 and late-year market rallies

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

For more information on Capital Partners visit capital-partners.com.au.

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

This episode provides general advice only. 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.