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.

15 February 2024

Hans Nordby

Head of Research & Analytics, Real Estate (US), Lionstone Investments

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

2024 Global Real Estate Outlook

What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
Read time - 4 min
19 January 2024

Steven Bell

Chief Economist, EMEA

Opening Bell – an excess of pessimism about the economy, though not in markets

Are forecasters predicting a slowdown in 2024 being too pessimistic?
Read time - 4 min
14 December 2023

Stewart Bennett

Global Head of Alternatives

Stewart Bennett

Global Head of Alternatives

The coming year could be an inflection point

2024 could be a challenging period, but could be a good time to invest in Alternatives
Read time - 4 min
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