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

GettyImages-1298917645_Retina_4800X3200px

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

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.

Playing global themes in European equities in 2024

Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.

Healthcare stocks: Positioned for a smoother ride in 2024?

Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.

View all Equity insights

Featured Insights

Navigating change: Three drivers for long-term investment positioning

Navigating change: Three drivers for long-term investment positioning

Global Perspectives: Where do we go from here?

Global Perspectives: Where do we go from here?

ESG: Progress and clarity signal investment opportunities in 2024

ESG: Progress and clarity signal investment opportunities in 2024

Fixed Income

Math equation, function or calculation on chalkboard. Teacher writing on blackboard during lesson and lecture in school classroom. Student or tutor calculating or professor working.

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

Do all roads lead to lower bond yields in 2024?

Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.

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.

The tug of war in high yield bonds in 2024

Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.

View all Fixed Income insights

Multi-Asset & Alternatives

Different colour paints in water

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
Man looking at phone that has a compass image

Market GPS investment outlook 2024: Chain reactions webcast

Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?

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.

View all Multi-Asset insights
View all Alternatives insights

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?