Each year we reflect upon our Research Team’s previous Two-Minute-Tuesday (TMT) pieces to gauge the relative importance and how topics influenced our collective weekly investment insight and decisions. We also look at some of the more nascent topics as these have a sneaky way of becoming larger, market-moving topics the following year.
So what were the most written about topics for 2023? What can we predict may develop into larger topics in 2024 based on the newer topics? We created a WordCloud to help us visualize.
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2023 TMT WordCloud Perhaps more interesting are the new topics that made the WordCloud this year but did not in 2022. These include such macro topics as unemployment and fiscal spending (which are likely to be important diametrical political issues in the 2024 election campaigns). |
Other new topics include the credit markets and the consumer. If the past is any guide, we view this as confirmation in our research process that valuations going forward may react more to these indicators as we get further into 2024.
We continue to write frequently about the energy and real estate markets. We feel that these sector related issues and opportunities have relative staying power and are likely multi-year secular topics.
Finally, we like to know what you’ve been reading! According to view statistics, there appears to be interest in ETFs within an asset allocation framework, timely macro insights and portfolio construction - and we plan to continue expanding these ideas into 2024.
Thank You and we wish everyone a Happy, Healthy and Prosperous New Year!
Important Disclosures & Definitions
AAI000529 01/02/2025