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.
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And so much more!
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