Outlooks 2024: Part IV

Can allocators find the right opportunities in 2024?

In this latest collection of market and economic outlooks, we bring together insight from renowned global asset managers, including BlackRock and MFS, to offer allocators the sharpest perspectives for the next 12 months. The consensus points toward increased uncertainty—yet this is where opportunity often lies.

Outlook 2024: The Next Wave of Opportunities (Macquarie Asset Management)

Will 2024 be a better year for allocators? It depends on what asset class you are focusing on. The macro backdrop, however, remains under the omen of uncertainty.

2024 Outlook: Pushing On (Allspring Global Investments)

For compliance reasons, this paper is only accessible in certain geographies

Geopolitical risks, potentially lower economic growth, and a still-too-high monetary policy regime across most of the world will likely make 2024 a difficult year.

CIO 2024 Outlook: Skirting Risks, Harvesting Yields (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Volatility and opportunity go hand-in-hand. And next year is looking to be volatile. This means that fixed income investors should be on the lookout for alpha opportunities.

How The Capital Cycle Could Impact 2024 (MFS)

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History has shown that high-return industries invite capital and competition, which ultimately pressures returns. Investors should learn from the past as they go into 2024.

2024 Institutional Outlook (Natixis IM)

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Institutional sentiment shows 2024 to be a year filled with many uncertainties. However, there is also hope. Volatility brings opportunities for diligent allocators.

Real Estate Outlook 2024 (Nuveen)

Investors are expecting real estate (and real assets in general) to make a comeback in 2024. Are they right to?

Alternative Investment Outlook (Wellington Management)

Alternative investments are the last frontier for alpha. So the argument goes. But how will the next year bode for this part of the market?

Hedge Fund Outlook: New Regime, New Asset Allocation (UBS AM)

Hedge funds remain an interesting space for global allocators. In an uncertain macro environment, what should investors expect from hedge funds?

2024 Thematic Outlook: Three Themes For Allocators (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

Here are the key themes that will likely shape the year ahead: the growth of AI, a healthcare revolution, and the return of key emerging markets.