Market GPS
Manager
outlooks 2024
Market GPS is our 2024 investment outlook sharing actionable insights from our asset class experts.
Equities
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.
Healthcare stocks: Positioned for a smoother ride in 2024?
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
US large-cap equities: Peering through the earnings lens
In his outlook for 2024, Jeremiah Buckley examines key factors contributing to earnings growth expectations in U.S. large-cap equities.
Featured Insights
Fixed Income
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.
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
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.
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?
Look short, look long – is stock picking back for 2024?
Are higher interest rates opening the door to stock selection again in 2024?
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.