5 Essential Investment Lessons From 2024

From Morningstar: 2024-12-09 11:25:29

Investors from 2024 learned valuable lessons: macroeconomic forecasting is challenging, markets can surprise on the upside, diversification with bonds is essential, the relationship between interest rates and market segments is not fixed, and change is constant in the markets. Dan Lefkovitz from Morningstar emphasizes skepticism, optimism, and the need for a well-rounded portfolio. Market trends can shift, so be prepared for different scenarios in 2025.



Read more at Morningstar: 5 Essential Investment Lessons From 2024