Insights
Global Outlooks 2024
2023 was a grind, and navigating the scenarios we have seen has been challenging. However, the much heralded recession didn’t arrive and the resilience of economies was a pleasant surprise. With geopolitical concerns ongoing and even increasing, and higher inflation and interest rates still present, how do we see 2024 playing out?
Read and watch our thoughts from equities, fixed income, alts and RI point of view, and see what our Global Chief Investment Officer thinks might happen and where there may be opportunities.
William Davies, Global CIO, on a potential slowdown and its possible impact on growth, divergent thinking from central banks across the globe, and his expectations for the coming year.
Where are the opportunities for fixed income investors in 2024? Our outlook video discusses two scenarios.
With macro risks elevated in 2024, equity investors should focus on company research as they consider their allocations.
Why Environmental, Social and Governance factors matter and putting client needs at the centre of everything we do.
Alternatives were not immune to some of the volatility in markets in 2023, but price dislocations mean that despite ongoing caution there is opportunity.
