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On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy to review 2023 and discuss his outlook for investing in 2024.
Topics discussed;
- What surprised the market in 2023?
- Tactical asset allocation changes David made to portfolios in 2023
- Key risks for 2024 including wars (Ukraine & Gaza), inflation and interest rates
- Noise around the US election throughout 2024
- David Cassidy's base case expectations for investing in 2024
David Cassidy's 2024 outlook can be found here
https://www.wilsonsadvisory.com.au/news/2024-outlook-shifting-down-a-gear
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The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
