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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Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
Rising bond yields — a validation of recovery or a challenge?
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Keeping it real: interpreting the climb in bond yields
The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.
Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
Tempering expectations
While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected, justifying continued monetary and fiscal hyper-accommodation.
Considerations for higher yields
Head of US Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
2021 — in a word: recovery
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
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.
European loans: as varied as Bertie Bott’s every flavour beans
Elissa Johnson and Tim Elliot, secured loans specialists within the Secured Credit Team, highlight how European loans can provide the opportunity to invest in an asset class offering a wide range of risk adjusted returns.
Fed watch: hardly a stoic Fed
The US Federal Reserve declined to expand accommodative policy measures, but Nick Maroutsos, Head of Global Bonds, believes the decision does not suggest the central bank is backing off from supporting the economic recovery.
Hard not to feel constructive on credit markets in 2021
Colin Fleury, Head of Secured Credit London, says a relatively constructive view for credit markets may seem strange, but there are reasons he believes stress in the markets will be manageable.