Perplexing Year: A review of events in 2023 | J. Rotbart & Co. posted on the topic | LinkedIn (2024)

On the surface, the 2023 economy was resilient. However, from our perspective, we remain stunned by the complacency of capital markets - as if many investors and pundits have been anesthetized by the mounting domestic/global economic, geopolitical, and capital market headwinds forming.Our 2024 Outlook delves into these issues, providing detailed insights for the year ahead.For a comprehensive analysis, please read our full outlook ➡️ https://lnkd.in/eN6y85FU#EconomicOutlook #CapitalMarkets #GeopoliticalTrends #InvestmentInsights #2024Forecast

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Resilient economy energizes investors, as financial markets end 2023 up 24%

With generative #ArtificialIntelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. See our latest On the Markets. https://mgstn.ly/3OCKiu7#MorganStanley #markets

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Will Bull or Bear win?🐂 The Bull Market: A Driving Force of Optimism 📈The bull market charges ahead, characterized by optimism, rising stock prices, and a flourishing economy. Investors revel in the opportunities it presents, with impressive gains fueling their enthusiasm. The bull is an embodiment of prosperity, inspiring confidence in the market's upward trajectory. Can it maintain its momentum and secure victory?🐻 The Bear Market: A Period of Prudence and Reflection 📉Contrasting the bullish fervor, the bear market represents caution and a reminder of market volatility. It signals a period of downturn, urging investors to exercise prudence and reassess their strategies. The bear's presence compels a closer examination of risk factors and prompts the implementation of defensive measures. Will the bear's resilience prevail in this contest?⚔️ The Battle Unfolds: Navigating Uncertainty 💥In this captivating battle, uncertainty reigns supreme. Opinions diverge among financial experts and analysts, adding fuel to the debate. Attempting to predict the outcome with absolute certainty is an elusive endeavor. The market's destiny lies within the intricate interplay of economic indicators, geopolitical factors, and investor sentiment.Hear from one of our esteemed speakers, Yoong Liang Zhi (James), CFP®, AEPP® from IPP Financial Advisor as he takes on the challenging topic of “Will Bull or Bear win?” Join our investing for good conference:https://lnkd.in/gtzpAsv2Pledge to invest for good:https://lnkd.in/gFRUjJ2H#bullbearvector #investforgood #beaccountable #investforgoodconference

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Will Bull or Bear win?🐂 The Bull Market: A Driving Force of Optimism 📈The bull market charges ahead, characterized by optimism, rising stock prices, and a flourishing economy. Investors revel in the opportunities it presents, with impressive gains fueling their enthusiasm. The bull is an embodiment of prosperity, inspiring confidence in the market's upward trajectory. Can it maintain its momentum and secure victory?🐻 The Bear Market: A Period of Prudence and Reflection 📉Contrasting the bullish fervor, the bear market represents caution and a reminder of market volatility. It signals a period of downturn, urging investors to exercise prudence and reassess their strategies. The bear's presence compels a closer examination of risk factors and prompts the implementation of defensive measures. Will the bear's resilience prevail in this contest?⚔️ The Battle Unfolds: Navigating Uncertainty 💥In this captivating battle, uncertainty reigns supreme. Opinions diverge among financial experts and analysts, adding fuel to the debate. Attempting to predict the outcome with absolute certainty is an elusive endeavor. The market's destiny lies within the intricate interplay of economic indicators, geopolitical factors, and investor sentiment.Hear from one of our esteemed speakers, Yoong Liang Zhi (James), CFP®, AEPP® from IPP Financial Advisor as he takes on the challenging topic of “Will Bull or Bear win?” Join our investing for good conference:https://lnkd.in/gtzpAsv2Pledge to invest for good:https://lnkd.in/gFRUjJ2H#bullbearvector #investforgood #beaccountable #investforgoodconference

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What conclusions should we draw from how 2023 ended? What lies ahead? Investors are gaining confidence in the economy. Though worries dogged markets throughout the latter half of 2023, investors are finally believing the worst may be behind us.

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“Whatever pressures lie ahead — and there’s no way to predict what those will be — the economy can adjust, perhaps with some help from the Fed, or even new technologies like AI that increase productivity and lower costs. It might feel uncomfortable, maybe even a little painful, but with time the economy will adapt and carry on.”New year, new market outlook from Ellevest Chief Investment Officer Dr. Sylvia S. Kwan, CFA, CAIA Kwan. Learn what 2024 may bring at the link below.

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Investors faced many challenges in 2023 including elevated inflation, interest rate hikes, geopolitical conflicts, and a slowing global economy. Over the coming year, we believe both equity and bond investors will benefit from falling interest rates, translating to rising stock and bond prices. Read my article for more insight.

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What did savvy investors take away from Q4? What predictions do they have for the rest of 2024? We definitely have some challenges ahead - we break it down in this quick 5-minute read.

What did savvy investors take away from Q4? What predictions do they have for the rest of 2024? We definitely have some challenges ahead - we break it down in this quick 5-minute read.

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