A few days ago, the BlackRock Investment Institute of BlackRock published the three lessons regarding investments that can be extrapolated from 2024.
In addition to these three lessons, they have also published an analysis that comments on the main events that occurred in the financial markets in the year just concluded.
The three lessons of 2024 according to BlackRock
The first lesson that the BlackRock Investment Institute has learned from 2024 is to lean into narrative changes.
They write that 2024 has reinforced the fact that it is an economic transformation, not an economic cycle, leading them to rely on market moves driven by other interpretations, and to expect volatility.
The second lesson is to also consider the context in which the markets operate, in addition to analyzing the markets themselves.
For example, they point out how US stocks have increased by over 20% in 2024, but primarily driven by major tech stocks, while US Treasury yields closed the year
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