Huat for 2024
Here are some investment strategies for 2024
Equities: Opportunities in size, style, sector, and country exposures. Smaller-capitalization value stocks, cyclical sectors like financials (namely banks), communication services, healthcare, and utilities could offer potential. The U.S. market, especially smaller, value-oriented companies, and pockets of Europe (for example, U.K. and European energy stocks) are seen as attractive.
Bonds: Broad appeal across different maturity profiles. Government bonds are preferred. Corporate bonds could carry heightened risk1. Short-term corporate bonds should be a top consideration.
International Currency Positioning: The U.S. dollar looks expensive versus other major currencies, so international currency positioning (and possibly hedging) may be a worthwhile addition to your portfolio.
Global Contrarian Plays: The United Kingdom, emerging markets equities, and specifically, Chinese technology.
Second-Derivative Artificial Intelligence Plays: Primarily in the U.S. market, could offer an earnings tailwind.
High-Yield Savings Accounts and CDs: These were big winners in 2023.
Alternative Investments and Cryptocurrencies: These could also be considered.
Equities: Opportunities in size, style, sector, and country exposures. Smaller-capitalization value stocks, cyclical sectors like financials (namely banks), communication services, healthcare, and utilities could offer potential. The U.S. market, especially smaller, value-oriented companies, and pockets of Europe (for example, U.K. and European energy stocks) are seen as attractive.
Bonds: Broad appeal across different maturity profiles. Government bonds are preferred. Corporate bonds could carry heightened risk1. Short-term corporate bonds should be a top consideration.
International Currency Positioning: The U.S. dollar looks expensive versus other major currencies, so international currency positioning (and possibly hedging) may be a worthwhile addition to your portfolio.
Global Contrarian Plays: The United Kingdom, emerging markets equities, and specifically, Chinese technology.
Second-Derivative Artificial Intelligence Plays: Primarily in the U.S. market, could offer an earnings tailwind.
High-Yield Savings Accounts and CDs: These were big winners in 2023.
Alternative Investments and Cryptocurrencies: These could also be considered.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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