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

Geopolitical catalysts may play a role in risk asset returns.

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

We see a constructive landscape ahead for commercial real estate following recent challenges.


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.