Outlooks 2024: Part V

A new path opens for investors in 2024

What are the main themes set to shape this year? Where might investors find the right opportunities in such a rapidly changing world? This collection of outlooks provides some thoughtful perspectives on these questions and tackles a number of core themes that will likely help to define 2024.

Prospects For A More Sustainable Economy Are Strong (Impax Asset Management)

The past few years have been a challenge for many investors, demanding the navigation of major headwinds from market sentiment and macroeconomic conditions.

The Road Ahead: Bleak House—A 2024 Outlook, Of Sorts (Man Group)

What does 2024 have in store for global allocators? This report provides some interesting perspectives.

2024 Outlook (Matthews Asia)

For compliance reasons, this paper is only accessible in certain geographies

What are the key forces shaping emerging markets and economies in 2024? CIO Designate Sean Taylor shares insights on this question.

2024 Outlook: Past The Peak (Nuveen)

This paper covers three important themes investors should focus on against the current macroeconomic backdrop as the world enters 2024.

Economic And Market Outlook For 2024: A Return To Sound Money (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Sound money—the persistence of positive real interest rates—provides a solid foundation for long-term risk-adjusted returns.

2024 Aerospace and Defense Industry Outlook (Deloitte)

In 2023, the aerospace and defense industry witnessed a revival in product demand. Will this continue in 2024?

Global Real Estate Outlook 2024 (LaSalle Investment Management)

For compliance reasons, this paper is only accessible in certain geographies

Global allocators can find interesting opportunities across different real estate markets that are shaped by changing dynamics.

Large Asset Owner Barometer Report 2024 (Mercer)

This report seeks to understand how large asset owners are currently changing their asset allocation strategies and business structures.

2024 Governance Outlook (NACD)

This 2024 Governance Outlook report provides corporate directors and senior executives with a forward-looking view of major business and governance issues.

Forces That Will Shape the U.S. Rural Economy in 2024 (CoBank)

It is clear that 2024 contains a wide variety of significant risks for the U.S. economy, including the country's essential rural industries.