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.

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.

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.

Fixed Income

Fixed Income Outlook 2024: Do the math

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.

European Securitisation: a defensive income opportunity

In his 2024 outlook, Portfolio Manager Colin Fleury says European securitised debt continues to offer an attractive defensive income opportunity.

Janus Henderson Investors Securitization Bond

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.

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.

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?

Interest rates set the music for publicly listed alternatives in 2024

Could interest rates change the tune for publicly listed alternatives to follow in 2024?

GPS template: alternatives (70 chars)

150 characters with manager name (no title) and must include the word ‘outlook’

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?