Happy New Year Tower Talk listeners! Markets ended 2023 on a strong note (the Santa Claus Rally came through!) and we look back at some highlights, including how many were calling for a recession in 2023.

We also go through how the Tower portfolios performed, and show why one strong year in the market is not nearly as important as consistency.

Finally, we look forward to what we expect for 2024, including whether we’ve reached peak interest rates and a new appreciation for fixed income investments.

If you have questions, topic ideas or want to discuss your own investments please reach out, we’d love to hear from you. Email us at info@towerasset.ca.