2024 has been a great year for equity investing, and a barely positive one for fixed income investors, other than credit. The S&P500 total return has been 25%+ on the back of 2023 26.3% performance, another excellent year. The Nasdaq 100 has provided 27% for the year, and mid caps and small caps have achieved mid teens total returns. As you can see below, the 2020’s decade looks really good so far, now that we’re approaching the ecuator. The U.S. keeps attracting global capitals and it seems that the trend will continue into 2025. Some items in the laundry list of worries for the new year: (1) the debt ceiling negotiation, (2) U.S. credit rating, (3) Ukraine and Israel conflicts, (3) inflation, (4) tariffs and its impact on the global economy, and (5) concentration on the large cap equity market, to name a few. We’re back to square one. Place your bets.
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