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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Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.
Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, provides an update covering the impact of the trade wars on the region, changes to the strategy year-to-date, his views on Southeast Asia and outlines the investment case for Asia.