ResearchInvestment Committee: Special Edition - 2024 Look Forward

Investment Committee: Special Edition - 2024 Look Forward

Jan 12, 2024

This is a special edition of Investment Committee where we talk about the 2024 year ahead.

We recently published our 2023 Annual Letter where I gave detailed performance commentary from last year. I encourage you to read that letter, and treat this as a part 2: the look forward.

These briefings are part of our commitment to keep you informed about how we're steering Titan's active equity portfolios. You can expect us to get back to regular programming for the next update.

On the docket this week:

  • Megacap Tech Stocks & Flagship Outlook: Overall, our stance remains positive for 2024, although we anticipate volatility and a likely correction, with more moderate gains compared to 2023.

  • Emerging Markets Focus for Offshore (LatAm, China, and Japan): Why they seem oversold or at least not fully appreciated, creating attractive investment opportunities.

  • Alternatives: Crypto and the Rise of ETFs: The SEC’s approval of 11 spot bitcoin ETFs marks a significant milestone, potentially catalyzing a wave of new crypto investment by institutions and individuals who previously could not get exposure to crypto.

Best,

Clay

Disclosures

*This video was recorded on Thursday, 01.11.2024.

Titan Global Capital Management USA LLC ("Titan") is an SEC registered investment adviser. Advisory services are provided by Titan. Titan’s affiliate, Titan Global Technologies LLC (“TGT”), is a registered broker-dealer and member of FINRA/SIPC. Both Titan and TGT are subsidiaries of Titan Global Capital Management, Inc.

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