Mark and Jason analyze the latest jobs data and how this could foreshadow the Fed's decision to cut rates in 2024. While providing insight into how the rate cuts could impact core bond holdings for the good.
In this episode, Jason and Mark discuss the market performance in 2023 and provide an outlook for 2024. They also analyze the latest job report and its impact on the economy. The conversation then shifts to the Federal Reserve's interest rates and the opportunities in fixed income investments. They highlight the benefits of a 60-40 portfolio and the potential returns in core bonds. Finally, they discuss opportunities in equities, particularly in sectors such as industrials and healthcare.
Chapters: 00:00 Introduction and Recap of 2023 03:05 Market Performance in 2023 and Outlook for 2024 07:46 Job Report and its Impact on the Economy 13:27 Fed Interest Rates and Fixed Income Opportunities 21:59 The Benefits of a 60-40 Portfolio 25:53 Bond Convexity and Total Return Potential 30:22 Opportunities in Equities and Select Sectors 31:48 Conclusion and Call to Action
--
Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
All indices are unmanaged and may not be invested into directly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing involves risk including loss of principal.
Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
Get new episodes of The Closing Bell automatically
