As the world enters 2024 navigating the complexities of geopolitical tensions and economic uncertainties, monetary policy continues to dominate sentiment and drive equity market performance. Despite inflation rates decelerating across the globe and falling faster than policymakers expected, the resilience of the global economy in 2023 led central banks to take their time moving toward easing monetary policy. However, cuts are now on the horizon and equity markets are shrugging their shoulders at earnings and appear ready to rally on declining yields. Having said that, the timing of such cuts are still up in the air and markets may be overextending themselves, predicting 5 or 6 cuts to the 3 predicted by the Fed itself. Investors should, therefore, continue to diversify their approach and take a balanced approach between valuation and earnings risk. Dividend-growing, High-Quality stocks have weathered complicated markets very well before can could continue to do so going forward thanks to their “all-weatherness”: High-quality companies are known for their historical stability and resilience, helping build wealth over the long term whilst being defensive during economic downturns. High-Quality companies have outperformed in the long term Quality acts defensively thanks to investors’ tendency to “fly to Quality” in uncertain time Well-chosen profitable companies can provide dividend return and dividend growthDisclaimer DE: Der Inhalt dieser Folge dient der allgemeinen Information und ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt sich nicht um Anlageberatung.   EN: The content of this episode is for general information purposes only and does not constitute a recommendation to buy or sell specific financial instruments. All information is provided without guarantee and does not constitute investment advice.