2024 Mid-Year Investment Review

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 & AssociatesBDO CanadaThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, 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, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram