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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Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
Is this ‘value’ rally for real?
With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
Quick view: UK prorogation fever
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.