2024 Investment Outlook

In our 2024 Investment Outlook we share the views and insights of our investment professionals into the year that was, and the year ahead, across private credit, real estate, equities, private equity and venture capital.

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2023 was an interesting time in global financial markets. Asset prices held up reasonably well despite uncertainty around inflation and interest rates. We saw more investors seeking opportunities in defensive alternatives as they continue to become comfortable with the benefits of private market assets. We see this continuing in 2024.

Key themes

Investors continuing to favour defensive alternatives


Private credit: the asset class of 2023


Structural shift to private lenders in real estate credit


Defensive buying opportunities in alternative real estate


Opportunities for private equity and growth capital


Cautious optimism for Australia’s 2024 economic outlook


>> Download the Outlook

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A message from the Head of Asset Management.

Watch this short video to hear from Andrew Martin, Head of Asset Management, who outlines the key themes from our 2024 Investment Outlook. 

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We hope you enjoy reading our 2024 Investment Outlook
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