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  • Global Cities REIT (GCREIT)
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Investment outlook

Widening cracks in the investment landscape

At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.

Latest insights
Investment Outlook 2024 midyear outlook: Widening cracks in the investment landscape
How might investors find their away around widening cracks in the investment landscape? Our latest outlook highlights portfolio themes we think will point us in the right direction.
Weekly CIO Commentary Votes, valuations and non-U.S. equities
One world, billions of decisions.
Weekly Fixed Income Commentary Treasury yields rise, reversing the June rally
U.S. Treasury yields moved higher last week.

Additional insights and resources

Investment Outlook

Macro market monitor

24 Jun 2024
Fixed income

What makes rates move?

17 Apr 2024
Investment Outlook

Why not cash?

06 Feb 2024
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