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CIO Strategy BulletinArticle04 Feb 2024

Climbing A Wall of Worry: Answers to Investor Questions

CIO Strategy Bulletin

Long-term investors should consider adding to portfolios as the normalization and growth phase of the post-Covid period begins.

Key takeaways from this week's bulletin:

We have been meeting with clients around the world to discuss our 2024 Wealth Outlook entitled “Slow then Grow”. And we have heard some concerns that are holding investors back from acting to address long-term objectives. We have identified the “Top 5” for this week’s Bulletin:

  • Will geopolitical events derail the recovery in ’24 and ’25?
  • Is there an impending debt or deficit crisis in the US?
  • After the rally, are valuations too high?
  • How can earnings be going up when the economy is slowing?
  • Why not wait to invest until after the US election?

While many outcomes are possible, not all are probable. The stock market has a long history of climbing a “Wall of Worry.” Long-term investors should consider adding to portfolios as the normalization and growth phase of the post-Covid period begins.

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