Market GPS
Manager
outlooks 2024
Market GPS is our 2024 investment outlook sharing actionable insights from our asset class experts.
Equities
Featured Outlook
Finding the sweet spot for global equities in 2024
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate staying defensive and prioritizing quality.
Equity outlook: A broadening of opportunities
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
Emerging market equities lean into innovation for future growth
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
Staying invested, staying patient: examining the case for resource stocks
Daniel Sullivan discusses the outlook for 2024 and explains his team’s constructive view for the resources sector.
Featured Insights
Fixed Income
Featured Outlook
Fixed Income Outlook 2024: Do the math!
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding year for the asset class in 2024.
Busting the bias against US securitized
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Multi-Asset & Alternatives
Featured Outlook
Alternatives – mainstream diversification for 2024
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Global markets in 2024: Chain reactions
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.