2024 Mid-year Investment Outlook

2024 is nearly half over, and from a macroeconomic standpoint, things haven’t unfolded the way many market watchers and policymakers expected. Growth has surprised to the upside. Inflation has remained stubbornly above target. Job growth is stronger than anticipated. And investors are bouncing between interest-rate pessimism and corporate-profit optimism. All of this is set against a complex macro backdrop of heightened geopolitical risk and critical elections in the US and around the world. This Mid-year Investment Outlook collection offers ideas from multiple Wellington investors, strategists, and other professionals on risks and active opportunities amid continued macro regime change.

Read the Outlook here .