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Market & Portfolio Review: 12-11-23

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What if Inflation Returns?

After six straight up weeks for the S&P 500, the big question is what has changed over the past month? In this week’s market review, we are going to look at the impact of rising Government spending during the 2024 election year and how that may impact inflation and asset allocation in the new year. We are also going to take a look at where growth stocks stack up against value from a historical perspective and discuss what quant factors are and how they can impact price.

Key Takeaways

  1. Quant Factors Can Have a Huge Impact on Price
  2. Government Spending Set to Ramp Up in 2024
  3. Higher Rate and Inflation Expectations May Lead to an Allocation Out of Growth and into Value

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a SEC registered investment adviser. Registration does not imply a certain level of skill or training.  Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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