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
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
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.