Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.
If results of January’s first tuna auction are anything to go by, 2021 looks to be a year that will continue to test the resilience of Japanese companies. However, 2020 has proven that there are opportunities for the discerning investor in Japan’s vibrant stock markets.
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Head of US Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020, and how they are likely to apply in the year ahead.
Alternative and Multi-Asset
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.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.