In this video, I look at where to invest in 2024: which countries, which sectors, gold, bonds or other asset classes and provide an overview of valuation across stock markets. Additionally, as it’s forecasting season again we can poke some fun at last year’s broker forecasts to look at how well they have performed as well as examine their predictions for 2024.
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Timestamps
00:00 Introduction
00:35 US Equity Valuation
04:45 US Earnings
08:29 Country Valuation
11:15 US Sectors
13:13 Gold
14:38 Corporate Bonds
16:16 Monetary Policy
19:07 Asset Classes in the Decade Ahead
21:40 Base Rates
22:40 Analysts Forecasts
25:52 Conclusion
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DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results….(read more)
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Where To Invest in 2024: A Guide to Smart Investment Opportunities
As we move into 2024, there are a multitude of investment opportunities available to those looking to grow their wealth. From traditional options such as stocks and real estate to emerging opportunities like cryptocurrency and green energy, there are a diverse array of choices for investors to consider. Here, we will explore some of the best places to invest in 2024 and provide insights into the potential returns and risks associated with each.
1. Stock Market: The stock market has historically been a reliable investment option for those willing to assume some level of risk. With the potential for high returns, investing in individual stocks or diversified funds can provide a strong long-term investment strategy. However, it is important to carefully research and choose well-established companies with strong track records to mitigate risk.
2. Real Estate: Real estate continues to be a solid investment option, providing both rental income and potential for property appreciation. With the current housing market trends, investing in rental properties or real estate investment trusts (REITs) can provide steady, passive income over time. It is important to consider location, market trends, and management costs when considering real estate investments.
3. Cryptocurrency: The rise of cryptocurrency presents an exciting, albeit high-risk, investment opportunity for those looking to diversify their portfolio. With the potential for significant returns, investing in cryptocurrencies like Bitcoin, Ethereum, and others can be a lucrative investment option. However, it is important to consider the volatility of the market and carefully research and understand the risks involved in investing in digital currencies.
4. Green Energy: With increasing global focus on sustainability and renewable energy, investing in green energy companies and technologies presents a promising investment opportunity for 2024. From solar and wind power to electric vehicle manufacturers, there are a wide range of options for investors looking to align their investments with environmentally-friendly initiatives.
5. Emerging Markets: Investing in emerging markets, particularly in developing countries with strong growth potential, can provide attractive investment opportunities. With the potential for rapid economic growth and favorable demographics, investing in emerging market funds or individual companies can present a solid long-term investment strategy.
6. Technology: The technology sector continues to offer lucrative investment opportunities, with advancements in artificial intelligence, cloud computing, and e-commerce driving growth in the industry. Investing in established tech companies or emerging startups can provide potential for high returns, but it is important to carefully evaluate the competitive landscape and growth prospects of individual companies.
In conclusion, there are a wide range of investment opportunities available to investors in 2024, each with its own set of potential returns and risks. It is important for investors to carefully research and consider their risk tolerance, investment objectives, and time horizon in order to make informed investment decisions. By diversifying their portfolios and staying informed about market trends and developments, investors can position themselves for success in the year ahead.
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brilliant thank you very much for this precious contribution
Very good content and review…
Packed to the rafters with solid advice.
Still shading bitcoin in the year of it’s spot ETF for the worlds largest market? Tut tut. Better do a revised forecast once the news is out this month. As you’ll have 10 entities shilling BTC like never before
Does Vanguards model of Return Projections include dividends?
Another great video. Gives me a lot to think about. The one thing that wasn't discussed – maybe because it's outside a 'core investing analysis' theme is the geo-political risks. In the next year about 1/3rd of the free world are voting in their national elections. Obviously these risks are dominated by the US election (all bets off if Trump wins?), but the Ukraine and middle eastern conflicts also are likely to have an impact. I simply can't get my head around what will happen with investments because of these.
Why do non of the Pension experts actually show us how Drawdown pensions actually work, they never show us actual logging into a pension pot & how you actually invest the money????
Excellent video. I'm curious about the developed world global fund in your core portfolio Ramin. Do you not see a considerable benefit to including emerging markets or is it because the fee is so much lower it worries you less to be slightly less diversified?
How long will you ignore crypto for ?
Anybody investing in israel?
Brilliant as always.
Outstanding content and commentary. Thank you.
Huge fan of your content! I’d love to hear your thoughts on Fed Repo rate / SOFR and whether we’re reaching dangerously high rates, and if we are, what are the consequences?
Thank You.
Any comments about crypto as an investment, as we move into the future?
Surely, the US market is “expensive” because that’s where the growth is. The UK market is overweight in resources and banks which have lower growth and PE ratios. US banks are valued little higher than other banks. The more highly valued tech stocks are so valued because investors are discounting higher future incomes due to growth. Another point to consider is the extent to which the US market represents the world. The magic 7 obviously are global and represent the vast majority of value in their sector, but even outside of them, the likes of GE, Starbucks, P&G, Pfizer, and McDonalds are global companies that are quoted on the US market. Wall Street has become a proxy for the world with one or two exceptions, and US dynamism and innovation still appears to lead the world.
Thank you for the video but Im not sure investing in a global equity fund is a wise choice given the fact that two big markets are over valued ie US and India which presumably represent a large chunk of the investments. Perhaps the conclusion could have been made with a clear focus on "Where to Invest in 2024" ??? with reference to the issues brought up in the first part.
As long as the current global system is in play never bet against America… it the US system collapses the stock market will be defunct anyway
2024 BTC
2019 china cheap 2020 china cheap 2021 china cheap 2022 china cheap 2023 china cheap 2024 ?
maybe china is cheap for a reason
for great macro analysis based on statistics rather than fancy
Thanks from Canada!
Is it just me or has the entire world's stock market been flat since 2007, except for the USA, France, Netherlands, and India…?
Sir, your tremendous work with this channel adds real value to the world. Keep it up please!
The part about "cheap" and "expensive" countries is most interesting here. Basicly the market is saying – as a collective voice that votes with money – which countries they expect will likely perform good and bad. This is a good addition to any fundamental analysis, one that I will be using myself.
Happy New Year when it comes to Ramin, the back office team – and the dog! And thanks for all that you do here, very insightful.
Almost all the companies in which I invested went bankrupt. I've had enough, I'll never buy another stock or bond. I have a feeling that within a few years we will witness a very big crisis and a change in the economic model of development. Protectionism is replacing an open global economy. Confidence in the US dollar is falling and the Euro is on the verge of extinction. I read a lot of articles to understand the current situation and mostly the situation in the USA. I recently came across George Robertson, who claims that data manipulation allows the Fed to somehow keep the financial system from completely collapsing. My fears are that this will be worse than losing money, here you can already lose your job and even go crazy from the chaos around you.
I've a legal and general workplace pension, as with all these pensions there is no advice given or implied, I moved 80% out of there default fund and basically picked a US equity and global equity and a UK and global ethical something, every one of my uneducated picked has beaten legal and generals default fund by up to 38 % ,The default fund up until this past month was showing a negative return for the past 5 years, anyway I've just hit the panic button watching this and moved the US equity into a cash fund as a temporary home as it has gone up 38% over the past 3 years and don't want to loose it,Most of it was made this year ,what do I do now
Any comment on near vertical increase in US government debt affecting 2024 markets?
Lots of info here but very little thats relevant for long term investors. Why would i want to "make up my own mind" what's going to happen to markets in 2024 ? It'd be like asking a goldfish to forecast the weather. Nobody knows. Just own a mix of globally diversified assets and do something useful.
Is it intentional not to say the word “Japan” at any single point of your analysis? How can you ignore the 3rd economy in the world?
This channel is astonishingly good – thank you so much Ramin.
Talking about cheap and expensive is a ruse. Stop doing it.
Ignore the bots and spammers and report them
So its back to investing in the EuroMillions and hoping for the jackpot !
Seriously, though, great video and I broadly concur but I see a widening of returns between the USA and the UK as the UK gets dragged back by the real rate of inflation. It could even be an effective arbitrage situation except I am concerned about the stupid valuations of the "Magnificent 7" as they are called. Your comment on MSCI Value or even an ex tech tracker would be a decent option IMHO.
Pension Craft = the best overview, key info and good investor advice. Consistantly good.
Easy liserning, easy to absorb the details. Thank you
Insanely good breakdown. The market has already started pricing in rate cuts as interest rates for savings accounts, isa fixed bonds have started falling.
Great content, I manage £1.2m of SIPP and ISA portfolio and I love this YouTube channel as it really helps me make my investment decisions. Keep it up!
Amazing video, so much great detail and knowledge passed on to us, thank you
I think you need into and outro music