Gå frakoblet med Player FM -appen!
Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns
Manage episode 392849794 series 2836180
Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?
LINKS FOR SHOW NOTES
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755
https://www.investopedia.com/terms/j/januarybarometer.asp
https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html
198 episoder
Manage episode 392849794 series 2836180
Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?
LINKS FOR SHOW NOTES
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755
https://www.investopedia.com/terms/j/januarybarometer.asp
https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html
198 episoder
Alle episoder
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.