Bulls vs. Bears, and Have I Already Missed It on AI Investing? | Fourth Quarter, 2023

by: Brad Swinsburg, Partner + Chief Investment Officer

January 5, 2024

In early 2023, investors faced a host of uncertainties and worries about the economy and financial markets. Overall, the current financial landscape, though improved, still carries difficulties and challenges. In the following video segments, Brad Swinsburg, aims to look ahead at 2024 and the potential impacts associated with investing in Artificial Intelligence (AI).

Bulls vs. Bears

Anticipating the year ahead, our attention shifts to examining how equity markets might be affected in 2024. There are always different opinions – some positive and some negative – and unexpected things will inevitably occur that make the future remain uncertain. While long-term valuations always drive our decisions, we recognize that short-term factors can also have a big impact. In our video discussion, we explore these shorter-term factors, assessing if they lean towards a more bearish (negative) or bullish (positive) outlook. 

Have I already missed it on AI investing?

Investor interest in AI has spiked due to market hype and recent returns, raising questions about how to invest and whether the window of opportunity has closed. Despite the impressive returns seen in 2023, when contrasted with the poor performance in 2022, the two-year returns for what the financial media has termed the “Magnificent Seven” might not seem as impressive overall. Our video discusses what investors should consider regarding the potential ups and downs in these stocks and whether it might be too late to get involved.

To explore additional topics related to Artificial Intelligence, please see the following articles from our recent series below:

As always, we are available and ready to answer your questions on these or other topics related to investments and financial planning. Please call us at 404-874-6244 or email us here.

Read more from our fourth quarter CFO Report, here.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.