Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.
Do recent tuna auction prices bode ill for Japanese stocks? Not quite, says Junichi Inoue, Head of Japanese Equities Investments.
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.
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.