Are you bullish or bearish for the year ahead? Do you think the US economy will finally enter the long-heralded recession, or will growth surprise on the upside? Are we really in a new inflation regime? And will central banks cut rates, or raise them?

When it comes to looking to the future, there will always be more questions than answers. And the strong rally for both equities and bonds in November 2023 has meant there’s a distinct lack of consensus about 2024.

Moreover, there are longer-term themes that will continue to weave in and out of the zeitgeist. Like the ability of artificial intelligence to disrupt our everyday lives. Will ESG continue to divide opinion or galvanise investors to transition to a greener future? And what will the democratisation of private assets mean for portfolio diversification and source of uncorrelated returns?

These are all complex issues to unravel and disseminate, for which you need genuine expertise. Thankfully, you’ve come to the right place…

Affiliate Outlooks

Long-Term Thinking

2024 Fund Selector Outlook

Fund selectors see an unfamiliar investment landscape in 2024.

February 5, 2024 Dave Goodsell

Why Everyone’s Talking About… Market Timing

Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

January 23, 2024

Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

January 31, 2024

2024: Out of the shadows… but surprises in store?

If you’re looking for a definitive outlook for the year ahead, hear the collective views of two economists and a portfolio analyst on everything from asset allocation trends to whether investors will take on more risk in 2024.

January 29, 2024

The Year of Dis-consensus

A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.

January 18, 2024

2024 Institutional Outlook

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

December 5, 2023 Dave Goodsell

Views from the Collective: Investing in Artificial Intelligence

Few topics have been mentioned more in 2023. Yet between hyped expectations and dystopian nightmares, investment opportunities abound in AI.

November 28, 2023

Why Everyone’s Talking About… Sovereign Risk

In a world grappling with war, geopolitical upheaval, climate change and debt distress, countries that contribute more than half of global GDP have elections in 2024.

November 21, 2023

Seven Insights on How the Smart Money Is Approaching ESG

7 key trends defining how the smart money is looking at ESG and sustainable investing in 2023.

November 17, 2023 Dave Goodsell