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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Laura Foll, manager on the UK Equity Income & Growth Fund explains why the outlook for UK income investors is improving and how the fund aims to be positioned to benefit from an economic recovery.
Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.
Tom Ross, corporate credit portfolio manager, discusses the high yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.
A far reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.
Underlying CPI inflation has risen and the headline rate is likely to overshoot Bank of England and consensus forecasts, argues Simon Ward, Economic Adviser.
Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.
Exceptional monetary policy and macro uncertainty mean the rules are changing. Is 2021 the time to look beyond traditional investment approaches?
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.