What’s covered

Markets and economies could experience a significant pivot in 2024. Read more about the views of our investment specialists from SLC Management, BGO, InfraRed and Crescent Capital for the investment landscape ahead.

A letter from Steve Peacher

Macroeconomic outlook

Expectations have shifted, and a “rolling recession” is a possibility for 2024.

Fixed income: investment grade

Increasing government issuance could push long yields higher.

Fixed income: below investment grade

The high yield market is poised to benefit from an eventual decline in rates.

Private credit: investment grade

Expectations are for a busy start to 2024 for private credit investors.

Private credit: below investment grade

Current conditions could leave borrowers increasingly looking to the flexibility of this market.

Real estate

Certain key factors could help boost investment volume in Canadian real estate in 2024.


Which thematic trends could drive infrastructure investments in 2024? Our specialists take a closer look.

Insurance asset management

Investors may see attractive opportunities in income-oriented alternatives, but risks remain given macroeconomic uncertainty.

Retirement plan solutions

“LDI plus” solutions are increasingly popular in the market given a renewed focus on liability growth rates and rate risk.