Against a backdrop of geopolitical tensions, economic challenges, and electoral uncertainty, 2024 proved the resilience of public financial markets and the power of human ingenuity once again. Markets continued to do what they do best: efficiently process information and set fair prices, rewarding long-term investors with positive returns. 
 
The year started with concerns about stubbornly high inflation, changes in interest rates, 
and the ripple effects from conflicts in Ukraine and the Middle East. Some observers 
speculated this could be the beginning of a prolonged economic downturn. But as the 
months unfolded, businesses adapted and innovated. Entrepreneurs launched new 
ventures. Scientists announced groundbreaking discoveries. Once again, the power of 
human ingenuity kept the economic engine going. While markets can be hard to predict, 
people are constantly seeking to solve problems and create opportunities. 
 
This year’s market performance reflected the power of human ingenuity. The S&P 500 
returned a robust 28.1% through November, while the global stock market, as measured 
by the MSCI All Country World Index, was up 20.3%. Even bonds, after struggling earlier 
in the decade, delivered solid returns (4.2% as measured by the Bloomberg Global 
Aggregate Index). Investors with broadly diversified portfolios who stayed invested 
through the volatility of recent years were rewarded for their patience and discipline. 
 
Of course, there were plenty of surprises and short-term fluctuations along the way. 
Individual stocks and sectors went up and down based on current events, earnings 
reports, and shifting consumer sentiment. But zoom out and the big picture becomes 
clear: Over the past century, driven by people’s collective ingenuity and productivity, the 
stock market has consistently risen, returning on average about 10% a year. 
 
This is why I have unwavering faith in markets. By owning a broad slice of global 
capitalism, we can participate in the upside of human problem-solving and innovation, 
wherever it occurs. This year provided yet another compelling data point for this 
hypothesis. Despite all the challenges, people found ways to adapt, create, and move 
forward. Markets reflected this reality, as they always have. 
 
So while no one can predict what 2025 will bring, I remain confident in the power of 
human ingenuity to drive progress—and markets—over the long run. Investors harness 
this power by staying disciplined, diversifying globally, minimizing costs, balancing risks, 
and pursuing higher expected returns. These timeless principles don’t depend on 
predictions or guesswork—they simply allow everyone to participate in the rewards of 
human creativity and resilience. Over my 50 years in finance, I’ve witnessed a great 
democratization of investing, which has made it much easier for investors to access 
public markets and benefit from the market’s returns. 
 
This past year also reminds us it’s always worth remembering too that true wealth is 
about more than the balance in your investment account. It’s about having the financial 
security and peace of mind to be able to focus on what matters most—your health, your 
relationships, your passions and purpose. It’s about living a life of meaning and 
optimism, even in the face of uncertainty. And it’s about trusting in the power of human 
ingenuity to help shape a better future, for yourself and for the world. 
 
As we start 2025, let’s carry these lessons with us. Let’s continue to invest in markets and 
in ourselves. Let’s have faith in progress, even if the path isn’t always smooth. And let’s 
remember that as long as people keep dreaming and solving problems, opportunities to 
grow and develop will be abundant—for investors and for society as a whole. That’s a 
future worth believing in. 
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