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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A blue wave or a blue swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
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.
Making sense of the 2020 US election
Our panel of investment professionals discuss what the result could mean for financial markets and investors.
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.
US election: options markets see a tightening race
Recent polls may lead one to believe that the presidential race is all but called in favour of Joe Biden. In this article, Ashwin Alankar, Head of Global Asset Allocation, comments on signs from options markets that the Democratic nominee’s gap over President Trump has narrowed even more than recent polling data might suggest.
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.
The end of an era: emerging markets prepare for a post-globalisation world
Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.
Options prices spike on election uncertainty
Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Fundamentals before politics: the outlook for stocks and bonds through the US presidential election
Portfolio managers Jeremiah Buckley and Mike Keough discuss long-term fundamental factors that may prove to be more important than short-term uncertainty caused by the upcoming election.
Emerging markets caught in trade winds
Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.