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.

Playing global themes in European equities in 2024

Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.

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.

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.

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.

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

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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?

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.

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?