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.
Emerging market equities lean into innovation for future growth
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
Staying invested, staying patient: examining the case for resource stocks
Daniel Sullivan discusses the outlook for 2024 and explains his team’s constructive view for the resources sector.
Mid-cap stocks could offer diversification, strong fundamentals in 2024
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
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.
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.
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.
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.
Options markets hint at fertile environment for asset allocation
In his 2024 outlook, Ashwin Alankar believes a likely Goldilocks economic scenario will result in a favorable environment for financial markets.