Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
Latest Insights
Japan Equities: What can tuna auctions tell us about future market trends?
Do recent tuna auction prices bode ill for Japanese stocks? Not quite, says Junichi Inoue, Head of Japanese Equities Investments.
How will Asian property stocks fare in 2021?
Portfolio managers Tim Gibson and Xin Yan Low review what has been a tumultuous year for listed property and discuss the risks and opportunities in the year ahead.
China: what can investors expect in the year of the metal ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Multi-asset outlook 2021 – all change
News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.
What is next for US large cap growth equities?
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.
The speed of change in emerging markets is unknown but the direction is not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
Could the shift to value propel European equities in 2021?
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Are Asian equities set for change in 2021?
Andrew Gillan, Head of Asia ex Japan Equities, reviews what has been an eventful year for Asian markets and discusses how his portfolios are positioned for uncertainty in 2021
Reaching for normal: the outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Global real estate: perception is not reality
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities and why an active, selective approach could be the most rewarding.
Long-term tech themes set to be powerful drivers in 2021
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team highlight the rapid acceleration of long-term tech themes this year and explore expectations for 2021.