Market GPS
INVESTMENT
OUTLOOK 2024
Market GPS is our 2024 investment outlook, sharing actionable insights for the year ahead. Explore market expectations and macro drivers, portfolio positioning trends, and asset class views from our experts.
Chain reactions
- The restrictive measures central banks have taken to cool the economy are yet to be fully felt, suggesting cautious portfolio positioning is warranted.
- Investors will face a complicated series of chain reactions in 2024 as inflation, a higher cost of capital, fading consumer strength, and geopolitics converge.
- Within equities, a focus on quality is key. In fixed income, we caution that not all yield is created equal. And alternatives offer diversification potential for volatile markets.
Read more on portfolio positioning trends for 2024