Balanced portfolio construction will likely prove fruitful in 2024.

The rebound in Treasury yields to start the year comes after bonds rallied sharply in the last two months of 2023 on signals that the Fed is pivoting toward more dovish monetary policy.

“We are in a winner-takes-a lot moment,” says BlackRock's head of portfolio management.

Eric Branson, director of investments, at $1.8 billion AUM Cyndeo Wealth Partners, on the gamble lurking inside the market-cap weighted S&P 500, building a proprietary private credit fund of funds and testing the waters with direct indexing.

The once popular securities lost their appeal this year as the Federal Reserve hiked interest rates to control inflation.

With fixed income suffering subpar returns amid the Federal Reserve’s monetary tightening, some have argued traditional investing advice needs a rethink. 

The heightened concerns about fiscal profligacy and rapid degloblization that rocked Treasury securities now seem like a hallucination.

Personal investments will benefit from the AI holdings and Fed cuts, according to Bloomberg survey.