Readers often ask me:
“Can you recommend resources on macro?”
“How do you learn about market cycles?”
Look, the fastest way to pick up macro and investing ideas is to hear what other people are saying, or writing.
One simple way is to read Market Outlook reports written by the big banks.
I read outlooks (both start of year and mid-year) to know what these big boys are thinking.
I read outlooks to uncover hidden opportunities and risks, from the corners of the stock market.
This way, you quickly know what’s going on in the stock market and how to take the right action to grow your stock portfolio.
Recently, I’ve been pouring through page after page of Mid-Year Market Outlook 2H2024 reports. I thought, why not just compile what I’ve got and share them with you?
Have put my favourite Mid-Year Market Outlook 2024 reports right here:
- Apollo Global Management: click here
- Bank of America: click here
- Barclays Private Bank: click here
- BNP Paribas Wealth Management: click here
- BlackRock: click here
- Capital Group: click here
- Citigroup: click here
- DBS Private Bank: click here
- Deutsche Bank: click here
- Goldman Sachs Asset Management: click here
- HSBC: click here
- Invesco: click here
- J.P. Morgan: click here
- Lazard Asset Management: click here
- Wells Fargo: click here
Hope you’ll find them useful!
Sometimes, investing can be simple.
Willie Keng, CFA
Founder, Dividend Titan


