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.

Global Equity Income: Dividend growth expected but mind the debt

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

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.

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.

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-sector fixed income: 5 essential charts to ring in the new year

John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.

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?