So… it’s the final weekend of 2023. No matter how well (or badly) your investment portfolio did this year. The scores are reset, and it’s a new year on 1^st Jan. Now 2023 was a volatile year. The playbook for 2023 was to be long stocks/bonds in Q1 – Q2. Take profit or go short in Q3. Then flip back long in Q4. That volatility doesn’t look like it will go away any time soon, and 2024 might be as much of a roller coaster ride. With that in mind, how would I invest as a Singapore investor in 2024? What are the key short / mid term trends for this decade? (as a Singapore Investor) The way I see it, the key mid term trends for investors this decade are:

1. Rise of a multipolar world – higher geopolitical conflict
2. Structurally higher interest rates and inflation
3. Weaker economic growth from China (can’t expect China to save the world this time)

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