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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Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.
Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.
Simon Ward, Economic Adviser, sets out the case for expecting UK CPI inflation to overshoot Bank of England and consensus forecasts.
Government reliance on banking systems to finance unprecedented peacetime deficits is laying the foundation for a lasting inflation pick-up, argues Simon Ward, Economic Adviser.
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Global industrial momentum appears to have peaked and is forecast to move lower into Q2. This poses a risk to reflation-positioned markets.
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.
Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
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.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.
Global money trends continue to suggest a near-term economic slowdown, with the caveat that interpretation of US monetary statistics is complicated by recent regulatory changes, argues Simon Ward, Economic Adviser.