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

Container ship docked at port with hundreds of containers on board in hues of red and orange.

Will tariffs prove inflationary?

Reviewing the potential impact of tariffs on US inflation from multiple angles.

From summit to strategy: Europe’s new reality of NATO defence commitments

NATO’s European members have committed to a major increase in defence spending. What does it mean?

Chart to Watch: Perception vs reality for listed REITs

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

Panel discussion

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