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2024 GLOBAL MARKET OUTLOOK

Webinar replay

Our chief investment officers weigh in on the state of markets and the economy heading into 2024.

 

The distortions in the global economy over the past few years have resulted in a tectonic shift in the investment landscape. 

Listen to our Chief Investment Officers, Arif Husain, Sébastien Page, and Justin Thomson as they weigh in on the state of markets and the economy heading into 2024.  

 

 


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Each month, our Investment Committee prepare a report revealing the two market themes they are watching, their bull and bear views per region and their latest asset class over and underweights.

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Thinking

Global Market Outlook insights

Rethinking Fixed Income


The fixed income market has vastly changed, and will require investors to keep pace.

Broadening Equity Horizons


Artificial intelligence will drive tech stocks, but watch for new opportunities from health care, energy.


 

Navigating Macroeconomic Fog


Reasons for caution and optimism as we enter a new economic regime

 

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