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2024 Global Market Outlook Midyear Update

Webinar replay

An uncertain rate environment could hold opportunities for curious investors

 

Up or down? In a shifting rate environment, we’re asking te right questions to help you make sense of the investment opportunities and implications.


Join our experts Capital Markets Investment Specialist, Ritu Vohora; Portfolio Manager, Global Equity, Peter Bates; Chief US Economist, Blerina Uruçi; Head of International Fixed Income and Portfolio Manager, Ken Orchard; and Head of Global Multi-Asset and CIO,  Sébastien Page as they provide an update on monetary policy and the key themes facing markets in the second half of 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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Global Market Outlook Midyear Update insights

2024 Global Market Outlook Midyear Update

How central bank policy could impact your portfolio

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2024 Global Market Outlook Midyear Update
Tactical views

Expectations of central bank policy have shifted since the beginning of the year. What factors will shape the path of rate cuts in the second half of 2024?

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Economy

Broadening global growth, resurgent inflation define outlook

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Economy

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