2024 outlook

Latest news and analysis on 2024 outlook

Outlook Series

How the #1 picks for 2024 are tracking (and the stock up 67%)

It's been a positive quarter for both the All Ordinaries Index and our fundie picks.
HLS
+7
Ally Selby
Livewire Markets
Equities

2024: The year of the small-cap?

After two years of underperformance, small company returns are starting to inflect
Matthew Fist
Firetrail Investments
Asset Allocation

Markets are overpriced, but we see opportunity in these 5 areas

The Affluence Investor Letter looks back on 2023, our investment performance, and where we see attractive opportunities for 2024.
Daryl Wilson
Affluence Funds Management
Fixed Income

3 potential paths for interest rates and what they mean for bond investors

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.
Charlie Jamieson
Jamieson Coote Bonds
Outlook Series

We asked you where markets will be in 2024: Here's what 5000 of you said

This wire unpacks the key insights from the recent Outlook Series survey, in which nearly 5000 Livewire & Market Index readers participated
Livewire Exclusive
Livewire Markets
Outlook Series

Add growth and diversification to your portfolio with an allocation to resources

Natural resources are the essential building blocks of daily life and will be supported by long-term trends
Daniel Sullivan
Janus Henderson
Macro

Two big forecasts for 2024 – private credit rising and small caps catching up

As we kick off another year of investing, I thought I would offer a couple of predictions.
Roger Montgomery
Montgomery Investment Management
Outlook Series

Attractive yields with low volatility. Fixed income ticks the boxes in 2024

Investment-grade credit is poised for another solid year of performance with risks skewed to the downside
Roy Keenan
Yarra Capital Management
Outlook Series

The 20 most-tipped ASX stocks for 2024

The Outlook Series survey has expanded and so has the most-tipped stock list. Find out which ASX names made the cut.
AKE
BHP
+12
Chris Conway
Livewire Markets
Outlook Series

The 10 most underappreciated risks in 2024

Stock markets ended 2023 on a high but what risks could hit hard this year? 12 fund managers share their underappreciated risks.
Buy Hold Sell
Livewire Markets
Outlook Series

No bears here: Why these 12 fund managers are running with the bulls in 2024

Following a year of uncertainty, none of the fund managers featured in the Outlook Series were bearish ahead of 2024. Find out why...
A1N
Buy Hold Sell
Livewire Markets
Macro

December 2023 podcasts: Will 2024 crash Australia’s housing market?

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.
Damien Klassen
Nucleus Wealth
Commodities

Morningstar's commodity outlook and top stock picks

Morningstar says these four miners are trading at the greatest discount to its fair value estimates.
BHP
FMG
+4
Kerry Sun
Livewire Markets
The Pitch

How to profit from Australia's surging population growth

Australians are feeling the crunch as population growth continues to swell into the new year. Here's how to turn that pain into profits.
TCL
WES
Ally Selby
Livewire Markets
Asset Allocation

Looking to 2024

Key Points: • Global growth softened in 2023, with many economies suffering technical recessions. Mega-cap technology companies dominated equity market returns, with...
Alex Cathcart
Drummond Capital Partners
Macro

Why Morningstar thinks the US stock market is looking cheap

And their top picks for 2024.
Sara Allen
Livewire Markets
Macro

Why 2024 might see you get a pay rise in real terms

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.
Sara Allen
Livewire Markets
Asset Allocation

Goldman Sachs' 3 most underpriced market risks for 2024

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.
Hans Lee
Livewire Markets
18