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.
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.
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.
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.
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.