2022 Mid-Year Outlook:
Economies recalibrated and what’s to come

MARKET OUTLOOK

There is safety
in numbers

 

The investment and economic environments have changed considerably over the last 12 months. Elevated risks suggest that “safety first” is a good investment motto for the year ahead. 

What’s in store for 2024?

The great energy transition

Renewables are central to the energy transition, but alternatives like wind and solar must overcome significant challenges. 

Bonds return

In a regime of higher for longer interest rates, we expect bonds to return to the forefront of asset allocation decisions in 2024.

Growth & innovation

Regardless of the economic backdrop, growth and innovation take place in every stage of the business cycle. Here’s where we see potential. 

Explore our insights

2024 Market Outlook podcast

Listen as Lesley Marks, CIO of Equities and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, discuss their market outlook for 2024.

2024 Market Outlook event

Get the advice you need to navigate investor portfolios. Join our team as they discuss global macro trends, key themes shaping markets and asset allocation recommendations.

2024 Long-Term Capital Markets Outlook

Find out why the Mackenzie Multi-Asset Strategies Team expects better returns from abroad, in their 2024 long-term capital markets outlook.

Asset mix recommendations


Sticky inflation and higher interest rates could create equity volatility and fixed income opportunity.

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