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.

Asset class outlooks exploring the investment drivers that matter most

Quick View: Making sense of this week’s volatility

Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.

European espresso: Pressure to progress – is Europe at an inflection point for structural reform?

European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?

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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