2024 Investment Outlook

Opportunities in Unsyncable Markets

Markets face a reckoning in the outlook for 2024 as the era of synchronized growth comes to an end. Parts of the global economy that were expected to power global growth have stalled out. Some regions that seemed on the verge of recession have proved surprisingly resilient, while others are already in the doldrums. Shoring up portfolios to weather these cross-currents while uncovering opportunities in 2024 will require a judicious approach.

We explore key themes driving the investment outlook for 2024.


The era of synchronized global growth is likely over.


A slowing but resilient global economy contends with a non-zero probability of tail-risk events.


Asia’s macro picture stands out.


Geopolitical risks are heightened.

Explore our key convictions for each asset class in our 2024 Investment Outlook.

Alternatives in Focus

Alternatives in Focus

Alternative assets including private credit, private equity, and real estate are increasingly compelling to institutional investors.

Access our 2024 Alternatives Outlooks
Spotlight on Emerging Markets

2024 Emerging Market Corporate Debt Outlook: Resilience in the Face of Global Risks

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Spotlight on Asia

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2024 Asia ex Japan Fixed Income Outlook: Staying Selective Amid Compelling Alpha Opportunities

Strong credit fundamentals across the region bode well, particularly in the high-quality segments of the market. Andy Suen and Omar Slim explore how they are approaching portfolios for the year ahead.

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2024 Asia ex Japan Equities Outlook: Back to Basics

Elizabeth Soon, Cynthia Chen, and Priyasha Mohanty explore key themes for 2024, and their continued focus on finding quality, mispriced opportunities across the region.

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Investing involves risk, including possible loss of principal. The information presented herein is for illustrative purposes only and should not be considered reflective of any particular security, strategy, or investment product. It represents a general assessment of the markets at a specific time and is not a guarantee of future performance results or market movement. This material does not constitute investment, financial, legal, tax, or other advice; investment research or a product of any research department; an offer to sell, or the solicitation of an offer to purchase any security or interest in a fund; or a recommendation for any investment product or strategy. PineBridge Investments is not soliciting or recommending any action based on information in this document. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of PineBridge Investments, and are only for general informational purposes as of the date indicated. Views may be based on third-party data that has not been independently verified. PineBridge Investments does not approve of or endorse any republication of this material. You are solely responsible for deciding whether any investment product or strategy is appropriate for you based upon your investment goals, financial situation and tolerance for risk.