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.
Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Is this ‘value’ rally for real?
With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.
A fertile ground for European smaller companies stock pickers in 2021
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
European equities: will value prove victorious 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: what can investors expect in the year of the metal ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Multi-asset outlook 2021 – all change
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.
What is next for US large cap growth equities?
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.
Building confidence
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, outlines the key themes and challenges shaping the UK commercial property market.
European equities: remain agile in 2021
Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.
The speed of change in emerging markets is unknown but the direction is not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
Could the shift to value propel European equities in 2021?
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Value rotation represents a style change for 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.