Market GPS
PORTFOLIO MANAGER OUTLOOKS
Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.
Equity
Resources in 2021: A year of transformation
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key factors driving the outlook for natural resources and what’s ahead for mining, energy and agriculture.
European equities: will value prove victorious in 2021?
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
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.
Fixed Income
2021 — in a word: recovery
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
2021 outlook: Australian Fixed Interest
In this Q&A interview, Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2020 and the trends to watch for 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.
Alternative and Multi-Asset
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.
Value rotation represents a style change for 2021
Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.