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Outlooks 2024: Part VI | JPM AM's Q1 Guide to Markets

  • ,  Senior Investment Writer |
  • 12 Jan 2024
  • Updated 19 Jan 2024

guide to markets

Top forward-looking insights for 2024

This special edition of our continued series of market and economic outlooks features JP Morgan AM's Guide to Markets for Q1 2024, as well as an opportunity to register for LGIM's webinar on the balance between investment returns and protecting the natural environment. Other themes explored include the outlook for emerging markets, equities, and U.S. fixed income.

2024 Investment Outlook: A Balancing Act in an Unbalanced World (Invesco)

Following nearly two years of policymakers fighting inflation, the Invesco 2024 outlook centers on the balance between growth durability versus the stickiness of inflation.

The Outlook For Alternatives In 2024 (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Private assets—real estate, infrastructure, private equity and private debt—are regarded by many as the biggest growth area for asset management today.

What Investors Should Expect In 2024 (Macrobond)

This outlook piece discusses various economies and market dynamics in light of recent macro and geopolitical events in order to draft a path for the future.

Equity Outlook: Guarded Optimism (Robeco)

Apple, Alphabet, Microsoft, Amazon, Meta, Tesla and Nvidia have led returns in 2023, but investors should lean towards a broader set of quality stocks for 2024, says Robeco.

2024 Real Assets Outlook: A Brave New World? (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Policy rates appear to have peaked, and the global economy has proven much more resilient in this tightening cycle than anticipated. But what's next for the world economy?

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

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

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

2024 Fixed Income Outlook 1Q (MacKay Shields)

Where should fixed income investors look for alpha opportunities as the new year begins? This in-depth research piece offers interesting suggestions.

Sovereign Outlook 2024 (Scope Ratings)

Entering 2024, there are 10 sovereigns on a negative outlook, including Austria, Belgium, Egypt and the U.S., and two on a positive outlook—Ireland and Bulgaria.


JP Morgan AM: Guide to Markets Q1 2024

The latest collection of Guide to Markets from JP Morgan AM provides investors with in-depth analysis of the entire global economy, split by region.


Can Investors Seek to Protect Nature and Still Deliver Returns? (LGIM)

This webinar will see a range of experts discuss why nature is such a crucial topic, strategies for navigating the evolving regulatory environment surrounding it, and potential opportunities arising from environmentally focused investments.