Market GPS Mid-Year


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

Regime change: New backdrop brings new challenges

Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.

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.

Fixed income outlook: Paid to wait for rate cuts

Jim Cielinski explores the income opportunity amid rates uncertainty.

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

Watch now


Sign up for our latest thinking on the themes shaping today's investment landscape.