Jurrien Timmer's global macro view – April 15, 2024

We’re joined again today by Director of Global Macro, Jurrien Timmer, for his global macro perspectives of the markets. He breaks down with the latest geopolitical tensions in the Middle East could mean on economies and why it’s important to have a investment plan and stick with it. Jurrien says consumer consumption remains strong even with geopolitical tensions rising. He says even though news headlines could make people nervous, he says in terms of your investments, you must remain unemotional and disciplined. Stick to the fundamentals and focus on rebalancing. Jurrien adds the market is down 2.4% the equal weighted index is down 3%, so in times like these, a diversified 60/40 portfolio will help if the stock market becomes wobbly. He also notes periods of volatility in the markets could indicate a opportune time to rebalance and move things around. As per usual Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along. 

  

Recorded on April 15, 2024 

 

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