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.
Why US small caps have potential to rebound in the new year
Jonathan Coleman says the outlook for U.S. small-cap stocks is growing stronger based on historical trends and long-term growth opportunities.
Global Equity Income: Dividend growth expected but mind the debt
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
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.
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.
Emerging Markets Debt: a bright spot despite an uncertain macro picture
The Emerging Markets Debt Hard Currency Team see tailwinds for the asset class even amid an outlook of global uncertainty.
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.