Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead.
Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don’t miss this informative conversation!
Listen to the audio-only version here:
Explore This Episode
We have compiled additional information and content related to this episode.
JASON DE SENA TRENNERT
- Co-Founder, Chairman & CEO,
- Chief Investment Strategist,
- Strategas, a Baird Company
ACTION POINT
REVIEW AND REBALANCE YOUR PORTFOLIO
- The Magnificent Seven:
- Apple (AAPL)
- Alphabet (GOOGL)
- Microsoft (MSFT)
- Amazon.com (AMZN)
- Meta Platforms (META)
- Tesla (TSLA)
- Nvidia (NVDA)
- Contributed about 75% of S&P 500’s 2023 gains
- Now comprise about 30% of S&P’s market value, yet only 20% of the index’s forecasted earnings.
- Consider trimming & reallocating funds to multi-year laggards:
- Value stocks
- Smaller company stocks
- International shares
- Fixed Income:
- Prices stabilized after 2022’s historic sell-off in bonds
- Yields higher than in a couple of decades
- Bond bulls say bonds are back
- Time to buy & lock in yields
ONE INVESTMENT
PURE PLAY ON URANIUM
TRENNERT: BUY CAMECO CORP (CCJ)
FROM THE ARCHIVE
Jason Trennert from the WEALTHTRACK Archives:
WEB EXTRA
POPULISM RISING
Forty countries representing 40% of the world’s population and nearly 80% of its stock capitalization are holding national elections this year, including the U.S., where public trust in government is near historic lows. Jason Trennert explains why he is tracking the rise of populism.
