Market GPS Mid-Year

INVESTMENT
OUTLOOK 2024

Expert views to help you navigate today's market trends and portfolio opportunities.

Six months into 2024, the global economy continues to show resilience. But with central bank policy still uncertain, geopolitical headwinds, and election outcomes to be decided, many investors are in a holding pattern. As we await the economic landing, now may be the opportune time for investors to judiciously increase risk in preparation for a mid- to late-cycle re-acceleration.

Asset class outlooks exploring the investment drivers that matter most

Equities outlook: Era of rapid change creates opportunities

After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.

Macro drivers: Positioning for 2025’s geopolitical realignment

An update on the three macro drivers we believe will shape markets in the second half of 2025.

Fixed income outlook: A not-so-random walk

How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.

Panel discussion

Watch a panel session with our asset class heads providing their views on the
second half of the year.

Investment insight from our asset class heads

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