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.

Market GPS brochure mid-year 2024



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Asset class outlooks exploring the investment drivers that matter most

Match point strategies: Portfolio construction in thematic investing

Tennis is a sport of precision, agility, and strategic thinking. When investors aim to build a thematic investment, a strategic and thorough approach in terms of portfolio construction is key to success. Thematic investing presents equity investors with the unique opportunity to gain exposure to forces that are rapidly reshaping the global economy, with technology,

Chart to Watch: Will Japanese share buybacks surpass the record high in 2024?

Growing share buybacks support the modernisation of Japanese corporates.

Unravelling myths: The hidden truths of Emerging Markets Debt

How has Emerging Markets Debt (EMD) matured over the decades?

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