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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.

Communications may contain forward-looking statements, which reflect our current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward-looking statements. We do not undertake any obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events, or otherwise. The views and opinions expressed herein are those of the presenter and do not necessarily reflect the official policy or position of Titan. This communication is for informational purposes only and should not be construed as investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities or other products offered by Titan, TGT, or any third party.

Markets and investments are subject to fluctuations. All investments involve risk, and the past performance of a security, financial product, or Titan strategy does not guarantee future results or returns. The presenter and Titan are not liable for any investment decisions made based on this communication. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income**.** There is always the potential of losing money when you invest in securities or other financial products. Investors should consider their investment objectives and risks carefully before investing. The price of a given security may increase or decrease based on market conditions and clients may lose money, including their original investment and principal. The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. Please visit www.titan.com/legal for important disclosures.

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