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Investing Matters: Q4 2023 Market Commentary

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Manage episode 398706897 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and housing supply issues, explaining their combined influence on inflation and interest rates.

Wrapping up the conversation, Ben shares practical tips on navigating a highly correlated stock and bond environment when positioning your portfolio.

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100 episodes

Artwork
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Manage episode 398706897 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and housing supply issues, explaining their combined influence on inflation and interest rates.

Wrapping up the conversation, Ben shares practical tips on navigating a highly correlated stock and bond environment when positioning your portfolio.

Sign Up for our Newsletter

  continue reading

100 episodes

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