I had the privilege of speaking with some top investment thinkers for Morningstar’s The Long View podcast this past year. Christine Benz, other colleagues, and I interviewed portfolio managers, strategists, and economists. Many—though far from all—of my favorite moments from 2024 are included in the Best of The Long View: Investing episode.
Several common themes emerged from the interviews. As investors think about portfolio positioning for 2025, here are a few ideas I found compelling.
This post originally appeared at Morningstar.