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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Expected drawdowns – How much money should I lose?
Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.
Emerging Market Equities: China in uncharted territory
Following a recent research visit, Emerging Market Equity Portfolio Manager Daniel Graña provides his views on China and believes that the golden age of the Chinese economic boom is over. As a result he believes that investor expectations should be reset lower and that infrastructure investment remains the last reliable lever that the Chinese policymakers have to manage the economy’s trajectory.
Coronavirus contagion concerns
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.
Meeting the challenge: fixed income investing in 2020
With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.
Brexit day: shift gets real
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
Farewell Governor Carney; making room for Governor Bailey
The Bank of England kept its Bank Rate steady at 0.75% at their meeting on Thursday 30 January. Bethany Payne, Portfolio Manager within Global Bonds, believes that today’s decision has bought time for the new governor, Andrew Bailey, giving him room to act proactively should the need arise.
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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.
High yield: hunting in the crossover space
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.
2020 vision — clearer opportunities within European secured loans
Elissa Johnson, Co-Manager of the Secured Loans Fund and Oliver Bardot, Associate Portfolio Manager within the Secured Loans Team, evaluate risks and opportunities in the European loans market in 2020 and how they might impact their portfolios.
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ECB — one for the specialists
Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.
Diversified alternatives: Trade developments and interest rates hold keys to economy in 2020
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.