This week on Money & Investing, Mitch Olarenshaw and I discuss top trends impacting investors.
This episode dives into five key factors shaping the markets as we head into the latter part of 2024, offering crucial insights for getting ahead and staying ahead.
1. AI and tech stocks
We begin with a deep dive into the influence of Artificial Intelligence and Tech Stocks. The NASDAQ’s performance has been remarkable, largely driven by a few key players in the AI sector. We discuss the sustainability and risks of this trend.
2. ESG investing
While ESG strategies have gained momentum this year, rising economic pressures are challenging the long-term viability. We explore how investors are balancing ethical considerations with financial returns in an evolving landscape.
3. Interest rates
With the US possibly entering a rate-cutting cycle and Australia still facing potential rate hikes, the effects on borrowing costs, consumer behaviour, and corporate investments are significant. We analyse what these changes mean for the markets and how they might impact investment decisions.
4. Geopolitics
Geopolitics is another major factor, with ongoing conflicts and political instability adding layers of uncertainty to global markets. We look at the market’s response to these developments and the potential for further disruptions, especially with the upcoming US election.
5. Emerging markets
Finally, we explore emerging markets. Despite global challenges, regions like Asia and Latin America have shown resilience. We discuss what’s driving growth in these markets and the opportunities they present for investors looking beyond traditional sectors.
For more information about Money & Investing you can go to the podcast at http://www.moneyandinvesting.com.au/; The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/, and The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387
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