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Outlooks 2024: Part VII

  • ,  Senior Investment Writer |
  • 24 Jan 2024


Novel insights into the potential future paths of global markets

This latest compendium of outlook pieces provides investors with key insights into major developments that will likely shape 2024, such as the future of the healthcare sector, the prospects for emerging markets, and the likely path of monetary policy.

2024 Best Ideas: Rethinking Resiliency And Risk (PGIM)

The tumultuous path of 2023 underscores the importance of assessing the impact that a rapidly changing world will have on the way allocators construct their portfolios.

2024 Investment Outlook: A Problem Of Interest (HSBC Asset Management)

In the longer run, a “new paradigm” is underway, with inflation and interest rates higher than during the 2010s. How should investors re-think their allocations?

Q1 2024 Credit Outlook: Three Key Themes In Credit (Man Group)

Credit investors had a difficult 2023. Will this year be better for them? Plenty of data suggests a positive answer to this question.

EMD Outlook 2024: Navigating A Bifurcated Universe (Capital Group)

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

This outlook explores the path for emerging markets and what allocators can expect from this part of the world in terms of risks and opportunities.

2024: 6 Key Themes (MFS)

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

What are the key forces driving markets and economies in 2024? This outlook examines six themes that global allocators should pay attention to.

2024 Fixed Income Default Study (UBS AM)

This paper takes a bottom-up default outlook and total return forecasts for 2024 within global high yield, Asia and emerging markets.

Japan's Asset Management Business 2024 (Nomura Research Institute)

What will Japanese asset managers do next to successfully deliver returns in 2024? This report provides interesting answers to this question.

Consumer Trends In 2024: The Resilient Shopper (Robeco)

Here are some of the key forces that will may drive consumer spending in 2024. Allocators ought to pay close attention to these developments as they influence GDPs worldwide.

Healthcare Investing - 2024 Outlook (BNP Paribas AM)

Healthcare has become an increasingly important sector in recent years. Its direction therefore has broad implications for global investors.