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

08:20 Opportunities in value equities

10:08 Balanced portfolios are alive and well

12:12 Reinvesting out of cash

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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