2024 ETF Market Outlook: Testing Resilience
As the economy transitions from policy-supported resilience to durable organic expansion, risks are skewed to the downside. How can you position portfolios for the challenges ahead in 2024?
Macro View
Will 2024 Repeat, Rhyme, or Rattle Investors?
Years of easy monetary policy and tremendous fiscal spending led to an unexpected stock market rally in 2023, one that investors believe will continue in 2024. But is their optimism misplaced?
3 Investment Strategies
Target Growth with Quality US Equities
As high rates hinder growth and volatility increases, look to quality US equities — which we expect to outpace broad developed ex-US and emerging markets — for potential upside with stability.
Emphasize Stable Income
Can the Fed begin cutting rates without harming markets or the economy? With core bond yields more in line with their duration and volatility abnormally high, balancing income with stability can be key.
Seek New Opportunities Supported by Macro Momentum
The same macro trends that sow uncertainty and cause upheaval — from rates and inflation to geopolitics — can also create opportunities in impacted markets.
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About Our ETF Market Outlook
In this Market Outlook by SPDR ETFs learn what may be next for the economy and markets and where to look for future investment opportunities.