What Higher Bond Yields Mean for Markets in 2025

Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios. Why Did Bond Yields Rise in the Wake of the Election? How Investors Are Thinking About Rising Bond Yields What the Current Run-Up in Bond Yields Tells Us About the Markets How Do Today’s Yields Compare to History? Will the Flat Yield Curve Start to Steepen? How Bond Yields Affect the Stock Market   How Long Can the Market Withstand a Higher Interest Rate Environment? How Bond Yields Affect Mortgages How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction   Economic Outlook 2025 Key Takeaways   Read about topics from this episode.   Postelection Deficit Concerns Fuel Jump in Bond Yields Trump’s Tariffs: A Wild Card for the Markets in 2025 Fed Sticks to Rate Cut Plans, for Now ‘Diversification Is Back’—Why 60/40 Portfolios Are Working   What to watch from Morningstar. Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money A Better Way to Use Leverage in Your ETF Portfolio Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?     Read what our team is writing: Sarah Hansen   Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/