Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
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.
Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.
Tom Ross, corporate credit portfolio manager, discusses the high yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.
Alternative and Multi-Asset
Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.