Market GPS

Manager
outlooks 2024

Investment team insights to help you navigate the risks and opportunities ahead.

Market GPS is our 2024 investment outlook sharing actionable insights from our asset class experts.

Equities

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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.

7 min read

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Featured Insights

Navigating change: Three drivers for long-term investment positioning

Navigating change: Three drivers for long-term investment positioning

ESG: Progress and clarity signal investment opportunities in 2024

ESG: Progress and clarity signal investment opportunities in 2024

Fixed Income

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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.

8 min read

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Multi-Asset & Alternatives

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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.

6 min read

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Investment outlook 2024: Chain reactions

A series of chain reactions are expected as rates, inflation, employment, growth, and geopolitics converge. Which portfolio positioning trends should you be watching in the coming year?