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

Have tariffs inadvertently set Europe on a path to renaissance?

How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?

The revision economy and the retraction life

The recent large revisions to the U.S. nonfarm payrolls report open up questions about what is reality versus “perceived” reality in an economic context.

Introducing JHAI

Introducing JHAI

For investors looking to tap AI’s power, our Global Artificial Intelligence ETF (JHAI) offers an approach rooted even before AI became mainstream.

Panel discussion

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