Australian Investment Outlook 2024

Australian and global markets disruptive return to the old normal.

Markets are in the midst of a structural reset. Value and risk matter once again, and fundamentals will increasingly define the investment landscape.

In our Outlook Series for 2024, Schroders Australia’s experts give us their on-the-ground take of markets, and pull back the curtain on the thinking and strategies that will guide their capital allocation in the new year.

Investment outlooks for markets and portfolios in 2024

CIO Outlook 2024

Schroders Australia’s CEO and CIO Simon Doyle discusses the changes he’s seeing in markets, and why it bodes well for active investors.

Read the CIO outlook here.

Australian Equities Outlook 2024

Head of Australian Equities Martin Conlon takes a deep dive into the energy transition and what it means for future returns.

Read the Australian Equities outlook here.

Multi-Asset Outlook 2024

Investors are looking for good news in 2024. Australia’s Head of Multi-Asset Sebastian Mullins identifies the corners of the market where he’s found it.

Read the Multi-Asset outlook here.

Private Equity Outlook 2024

Private Equity has been in the firing line. Our Global Head of Private Equity Rainer Ender provides a stinging riposte.

Read the Private Equity outlook here.

Fixed Income Outlook 2024

Bonds suffered a rapid repricing in 2022 and 2023, but according to Head of Fixed Income Stuart Dear, yields are now the best they’ve been in a decade.

Read the Fixed Income outlook here.

Read the latest white paper from our fixed income team.

Private Debt Outlook 2024

Head of Private Debt Nicole Kidd discusses Schroders’ approach to debt structuring and the key themes that will drive the asset class in the new year.

Read the Private Debt outlook here.

Global Outlook 2024

Our global asset managers flag the key headwinds and tailwinds set to define 2024.

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