Position your portfolio for 2024
Channel: JustOneLap
Date: 2023-12-01

Another year has rushed past with mixed returns for markets. While bonds are shining and inflation is fading, interest rates remain high (for longer?). As always, we end the 2023 JSE Power Hour series with Simon Brown, presenting live at the JSE.

Simon starts by reviewing and scoring his 2023 predictions (it keeps him honest). He then outlines his view for the major themes in 2024, across global and local markets, commodities, currencies, and bonds. And of course, where to for inflation and interest rates.

Let’s go into 2024 prepared and well positioned to profit!