Market GPS

outlooks 2024

Investment team insights to help you navigate the risks and opportunities ahead.

Market GPS is our 2024 investment outlook sharing actionable insights from our asset class experts.



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.

Global Equity Income: Dividend growth expected but mind the debt

Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.

Fixed Income

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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.

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.

Multi-Asset & Alternatives

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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.

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Market GPS investment outlook 2024: Chain reactions webcast

Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?

Interest rates set the music for publicly listed alternatives in 2024

Could interest rates change the tune for publicly listed alternatives to follow in 2024?

Look short, look long – is stock picking back for 2024?

Are higher interest rates opening the door to stock selection again in 2024?

Investment outlook 2024: Chain reactions

A series of chain reactions are expected as rates, inflation, employment, growth, and geopolitics converge. Which portfolio positioning trends should you be watching in the coming year?