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

Fixing fixed income: How active ETFs can improve traditional passive approaches

Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise.

Multi Asset Quarterly Q2 2025: Finding solid footing in a world shaken by tariffs

What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.

Trump tariff-led volatility: Investment lessons learned

With Trump’s tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.

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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