2024 Mid-Year Investment Review | The Empowered Investor

Mid-year review - inflation down, stocks and bonds up: In this episode Keith and Lawrence delve into the 2024 mid-year review, providing a comprehensive overview of year-to-date asset class returns.

They elaborate on the strong performance of various asset classes, particularly emphasizing how technology stocks like NVIDIA have propelled the S&P 500's gains. But they remind us of the importance of not chasing returns, and of the importance of maintaining a globally diversified portfolio for long-term performance and for risk management.

As they look ahead to the upcoming fall US elections, they advise us that sticking to a consistent, diversified investment strategy is far more effective than trying to predict investment outcomes based on election results.

Key Topics:
Mid-year review of portfolios and investments (3:01) Evolving trends shaping investment strategies. (3:20) Star performers driving the market through June 30th, 2024 (3:48) Tech titans, especially NVIDIA, fueling market gains (4:44) Why spreading your investments globally is crucial. (5:31) How today’s valuations set the stage for tomorrow’s returns. (7:52) Insights into the styles of stocks and market trends (10:04) The significance of AI across industries (11:26) Inflation and its impact on your household debt and spending power. (12:29) Historical context of Bank of Canada's interest rate policies (13:40) Implications of higher interest rates on Canadian debt levels (15:15) Advice on balancing investments and debt (17:26) Upcoming U.S. elections and their impact on markets (17:41)

And so much more!

Mentioned in this Episode:
Tulett, Matthews & Associates (https://www.tma-invest.com/) BDO Canada (https://debtsolutions.bdo.ca/our-debt...)

Thanks for Listening!

Be sure to subscribe on Apple (https://podcasts.apple.com/us/podcast..., Google (https://podcasts.google.com/?feed=aHR..., Spotify (https://open.spotify.com/show/1mBnYMt..., or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.

Follow Tulett, Matthews & Associates on social media on LinkedIn (  / tulett-matthews-&-associates-inc  , Facebook (  / tulettmatthewsassociates  , and more!

Follow The Empowered Investor on Facebook (  / theempoweredinvestor  , LinkedIn (  / theempoweredinvestor  , and Instagram (  / theempoweredinvestor  )

Episode link: https://play.headliner.app/episode/22...

(video made with https://www.headliner.app)