MARKET GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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2020 outlook: global natural resources
Daniel Sullivan, Head of the Global Natural Resources Team, discusses the three key themes he sees as likely to shape the outlook for natural resource equities in 2020.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
Outlook for Asia ‒ potential to surprise amid uncertainty
Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.
Will tech earnings strengthen in 2020?
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.
Finding value in bonds amid negative rates
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.
Value investing: back in favour?
Alec Perkins, Portfolio Manager for Perkins’ Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.