Market GPS Mid-Year

INVESTMENT
OUTLOOK 2024

Expert views to help you navigate today's market trends and portfolio opportunities.

Six months into 2024, the global economy continues to show resilience. But with central bank policy still uncertain, geopolitical headwinds, and election outcomes to be decided, many investors are in a holding pattern. As we await the economic landing, now may be the opportune time for investors to judiciously increase risk in preparation for a mid- to late-cycle re-acceleration.

Market GPS brochure mid-year 2024



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Asset class outlooks exploring the investment drivers that matter most

CEO Sessions: Brighter future investing with Julian McManus

At the recent UK Investment Conference, Ali Dibadj, CEO, spoke with global equities portfolio manager, Julian McManus, about why now is such a good time to be an active investor.

USA, Washington D.C., White house with green grass and summer sky

Investment considerations for the second Trump presidency

With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.

Employees speaking around a table.

Diversity and Inclusion – Beyond gender

Liz Harrison, Fixed Interest Strategist – ESG in the Australian Fixed Interest team, showcases how the financial sector can contribute to building a more equitable society and takes a closer look at the innovative financial mechanisms, such as social bonds, that aim to bridge the gap in inclusion and social diversity.

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Panel discussion

Watch a panel session with our asset class heads providing their views on the
second half of the year.

Investment insight from our asset class heads

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