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

Chart to Watch: Perception vs reality for listed REITs

Listed REITs can offer lower volatility and better earnings visibility versus broader equities.

AI: A real gamechanger for sports

How AI and accelerating technology adoption is disrupting sports.

CEO Sessions: Navigating AI’s promise – opportunities and realities in healthcare and technology

Ali Dibadj, CEO, spoke with Richard Clode and Agustin Mohedas about AI’s potential to unlock opportunities in trillion-dollar markets.