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Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

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Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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The first of its kind, quarterly, long-term study into global dividend trends.

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China: what can investors expect in the year of the metal ox?

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.

ESG in 2021: closing the expectations gap

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

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.

What is next for US large cap growth equities?

What is next for US large cap growth equities?

Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.

2021 outlook: Australian Fixed Interest
Global Perspectives

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.

The speed of change in emerging markets is unknown but the direction is not

The speed of change in emerging markets is unknown but the direction is not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Could the shift to value propel European equities in 2021?

Could the shift to value propel European equities in 2021?

John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.

Value rotation represents a style change for 2021

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.

How the return to “Normal” could reshape markets

How the return to “Normal” could reshape markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Reaching for normal: the outlook for 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.

Are Asian equities set for change in 2021?

Are Asian equities set for change in 2021?

Andrew Gillan, Head of Asia ex Japan Equities, reviews what has been an eventful year for Asian markets and discusses how his portfolios are positioned for uncertainty in 2021

Market GPS Investment Outlook 2021

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.