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.

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Equity

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.

A step closer to a digital future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

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

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.

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