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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European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class 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 equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Portfolio manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
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.
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.
Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 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.
Tim Winstone, corporate credit portfolio manager, sees reduced bond issuance, ongoing policy support and a recovering economy helping to underpin euro investment grade bonds in 2021.
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.