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

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.

AI: A real gamechanger for sports

How AI and accelerating technology adoption is disrupting sports.

Panel discussion

Subscribe

Sign up for our latest thinking on the themes shaping today's investment landscape.