What these 3 investors learned in 2024

Monday's episode will mark the end of the third season of Signal or Noise - and for this show, the end of what has been an absolutely remarkable year in financial markets. 

Back on February 5th, we released the first episode of the season entitled "Will the Goldilocks market continue in 2024?". At the time, there were many reasons to believe that financial markets - and in particular, risk assets - were going to meet a reckoning this year. The risk of a global recession was genuinely significant, interest rate cuts were priced in but far from guaranteed, and after the S&P 500 rallied 24% in 2023, there was no chance that it would repeat the same thing in 2024. 

Well, all three of these consensus predictions were upset and then some.

But it didn't come without its bumps along the way - the August "sharp sneeze" (as we've come to describe it in the Livewire office) jolted investors wide awake for 24 hours and caught more than a few people on the hop. 

So what did we learn this year? And what might be coming next year? Join us for the last Signal or Noise Sneak Peek of 2024 with yours truly and the panel:

• Diana Mousina of AMP
• Stephen Miller of GSFM and QIC
• Simon Clark of Morgan Stanley Wealth Management

Note: This Sneak Peek was taped on Wednesday 4 December 2024. The full episode will be out on Monday 9 December 2024.

This article only contains general financial advice, which has been prepared without taking into account your objectives, financial situation or needs and because of this, you should, before acting on the general advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.

Topics discussed

• What is one investing lesson you’ve picked up - or one thing that has surprised you in markets - this year?
• Between our last episode and this episode, Donald Trump was re-elected to the White House. What assets is his re-election a SIGNAL for?
• We’ve also heard about the Chinese government’s latest stimulus measures. But are they a big enough SIGNAL to get foreign investors like Australians back into that market?
• Give us a one line teaser of your Big Call for 2025.
• Finally, because it’s Christmas, what’s yours or your family’s go-to Christmas lunch or dinner recipe?