Plus: central banks are in charge, there is a new climate agreement, banks are not sustainable, life cycle investing is not the solution, and more.
Get rid of growth addiction now
It sounds utopian and ominous at the same time. Triodos Bank predicts in its Outlook 2024 that the growth fairytale is definitely over. The earth has reached its limits. But that does not necessarily have to lead to poverty and poorer investment results.
Major central banks treat the market to a festive Christmas gift?
Chief economist Luc Aben of Van Lanschot Kempen is not counting on interest rate adjustments by the Fed and ECB this week, but a change in tone already makes a big difference. In the meantime, China’s central bank could cut interest rates.
Of #scholarship today: the #Fed will keep the policy rate unchanged tonight, although Chairman Powell may want to temper investor enthusiasm. They may have priced in too much of an interest rate cut in recent weeks. pic.twitter.com/2OfzcM45PS
— ING InvestmentOffice (@INGnl_IO) December 13, 2023
There is a new climate agreement. Is that something?
Agreement at Dubai climate summit with mention of fossil fuels pic.twitter.com/gMYKw1mncY
— RTL Z (@RTLZ) December 13, 2023
Dollar top, pond flop
The US dollar has good prospects for 2024. The British pound is very bad, writes Aegon AM.
Sustainable funds underweight banks
According to Ronald van Genderen is that also logical?. “Banks defend lending to polluting companies with the argument that these companies use the loans to become greener. The ECB, on the other hand, has found no evidence that this actually happens.”
Are we experiencing a trend break?
Also read: US small caps can rally
???? Performance
Small caps historically tend to outperform the S&P 500 from December to February. Allocating a portion of the portfolio to small cap stocks during this time may benefit investors
?? https://t.co/Lu9xTiGpvch/t @dailychartbook $rut #smallcaps #sp500 $spx #spx pic.twitter.com/cjTYLru3c7
— ISABELNET (@ISABELNET_SA) December 12, 2023
Forewarned
Morningstar defines the 8 market risks for 2024.
OPEC+ is no longer in control
How OPEC+ saw its hold on global oil markets fray despite extra production cuts via @business
— Yahoo Finance (@YahooFinance) December 11, 2023
Raw materials ultimately yielded nothing this year
It’s not just the price of #oil that is declining. #Commodities are down to their lowest level since late 2021. Industrial #metals are also making new lows, and #gold is off its high. We keep hearing these stories about oil supply, but the ongoing #realestate #recession in #China… pic.twitter.com/lE9eRZbZih
— jeroen blokland (@jsblokland) December 13, 2023
Downgrade of largest dividend fund
Increasing concerns about the fund size and agility of DWS Top Dividende are reducing the conviction of Morningstar’s fund analysts. That’s why the fund gets a downgrade of the Morningstar Medalist Rating.
Reading tips from Nick
Every year I compile my absolute favorite investment writing and 2023 is no exception.
Like this, RT it, bookmark it for later. Whatever you do, don’t miss out on these incredible pieces.
My Favorite Investment Writing of 2023:
— Nick Maggiulli (@dollarsanddata) December 12, 2023
Life cycle investing is not a good idea
Everything in shares, works out better, this late a study to see.
Don’t boycott China any further
Daniel Gros for Project Syndicate: “The United States and Europe are currently erecting trade barriers to mitigate the perceived threat of Chinese economic coercion. But the underwhelming impact of the unprecedented sanctions imposed on Russia suggests that adopting a similar approach toward China will not yield better results.” Long story short: Good trade relations with China are better for everyone. A boycott of China will also have no effect.
Anyone surprised?
British regulator is investigating possible greenwashing at Unilever
— NU.nl (@NUnl) December 12, 2023
“Saving behavior more important than savings amount”
Although half of Dutch people consider themselves frugal and good at saving, not everyone appears to have sufficient savings buffers. In fact; there is a real savings gap visible in society. For example, a quarter of Dutch people have more than €10,000 available for emergencies, while an almost equally large group has less than €500 or even no savings at all.
Musk’s other gold mine
?? JUST IN:
*SPACEX VALUE JUMPS CLOSER TO $180 BILLION IN TENDER OFFER pic.twitter.com/jt5KZ4J1q4
— Investing.com (@Investingcom) December 13, 2023
Of Editorial staff of IEXProfs consists of several journalists. The information in this article is not intended as professional investment advice or as a recommendation to make certain investments. .
2023-12-13 09:08:39
#read #bad #year #commodity #investors
