For institutional investors in the UK

Global Perspectives

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.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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Peach State run-off could herald a light-blue wave for US politics
Quick Views Elections

Peach State run-off could herald a light-blue wave for US politics

With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.

Fed watch: hardly a stoic Fed
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Fed watch: hardly a stoic Fed

The US Federal Reserve declined to expand accommodative policy measures, but Nick Maroutsos, Head of Global Bonds, believes the decision does not suggest the central bank is backing off from supporting the economic recovery.

Making sense of the 2020 US election
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Making sense of the 2020 US election

Our panel of investment professionals discuss what the result could mean for financial markets and investors.

US election reflections – celebrating gridlock
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US election reflections – celebrating gridlock

In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.

2020 US election: first take
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2020 US election: first take

Why the removal of election uncertainty could support markets – regardless of the outcome.

US election: options markets see a tightening race
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US election: options markets see a tightening race

Recent polls may lead one to believe that the presidential race is all but called in favour of Joe Biden. In this article, Ashwin Alankar, Head of Global Asset Allocation, comments on signs from options markets that the Democratic nominee’s gap over President Trump has narrowed even more than recent polling data might suggest.

Low rates versus US election: what matters for fixed income?

Low rates versus US election: what matters for fixed income?

Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.

A superfluous tweak to the Fed’s mandate

A superfluous tweak to the Fed’s mandate

Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

2020 Trends in Investing: ESG Considerations on the Rise

2020 Trends in Investing: ESG Considerations on the Rise

The 2020 Trends in Investing Survey reveals that ESG investing is gaining popularity among financial professionals and investors in the U.S.

RBA to markets: “We are still here”

RBA to markets: “We are still here”

Portfolio Manager Dan Siluk explains that, despite economic conditions appearing to stabilise throughout much of Australia, the Reserve Bank of Australia felt compelled to recommence bond purchases to establish its credibility with respect to its yield curve control programme.

Fed watch: stealth yield curve control?

Fed watch: stealth yield curve control?

Head of Global Bonds Nick Maroutsos describes the Fed decision in July to hold rates steady as a non-event given that the central bank, through its actions, has already proven its willingness to do whatever it takes to support the US economy during this unprecedented period.

An historic day for Europe
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An historic day for Europe

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.