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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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.
What’s up with US M1?
A post-election surge in M1 could be a positive signal for the economy and markets but is more likely to reflect a statistical distortion, cautions Simon Ward, Economic Adviser.
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.
Euro investment grade: where less is more in 2021
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.
Reaching for normal: the outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Are Asian equities set for change in 2021?
Andrew Gillan, Head of Asia ex Japan Equities, reviews what has been an eventful year for Asian markets and discusses how his portfolios are positioned for uncertainty in 2021
Market correction or monetary reacceleration?
Equity market prospects have deteriorated barring a new pick-up in money growth, argues Simon Ward, Economic Adviser.
Global real estate: perception is not reality
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities and why an active, selective approach could be the most rewarding.
Credit light cuts through the income darkness
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.
Long-term tech themes set to be powerful drivers in 2021
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team highlight the rapid acceleration of long-term tech themes this year and explore expectations for 2021.
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.
Global bonds in 2021: better but still bumpy
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.