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.
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Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.
Options market warms to divided government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
US election reflections – celebrating gridlock
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
2020 US election: first take
Why the removal of election uncertainty could support markets – regardless of the outcome.
Equity markets price in uncontested US election
Director of Research Matt Peron says when it comes to the U.S. election, the biggest risk for equity markets is not which party gets voted into office but whether the outcome is contested. So far, equities expect a clear winner on or near Election Day.
Low rates versus US election: what matters for fixed income?
Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.
Dollar weakness: An underappreciated threat to the global economic system
Ashwin Alankar sounds the alarm that policy makers are underestimating the risk posed by weakness in the world’s reserve currency as a strong dollar is necessary to fund the persistent debt that fuels US consumption.
US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.
2020 Trends in Investing: ESG Considerations on the Rise
The 2020 Trends in Investing Survey reveals that ESG investing is gaining popularity among financial professionals and investors in the U.S.
An historic day for Europe
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.
Oil crisis sparks market consolidation
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.
Quick view: The importance of liquidity
Jay Sivapalan, Head of Australian Fixed Interest, provides his view on the liquidity challenges currently affecting the market and how central banks will need to do more through the COVID-19 crisis.