Vol. 1Q24 – Newsletter

We wrote in early December that even after rising nearly 10% in November, investors are still in time to board the global equities train led by S&P 500. Since then, the S&P 500 has advanced a further 14.0%. Should investors stay invested at this level and what are the options available?

The importance of staying invested via a balanced portfolio in the long-term has many times been highlighted, with even prominent investors such as KKR founder Henry Kravis and Goldman Sach’s Leon Cooperman being pro-advocates of balanced investing.  We share with you why combining Fixed Income and Equities make sense at current market conditions and discuss how.