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Carrying the lessons of 2020 into 2021
Head of US Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020, and how they are likely to apply in the year ahead.
Global bonds in 2021: better but still bumpy
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
Healthcare builds momentum
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.
High yield bonds: the grind tighter in 2021
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.
Sustainable equities: the future is green and digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
A positive backdrop for US equities
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.
Go with the flow
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.
What does the economic recovery mean for equities in 2021?
Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.
2020 Emerging Markets Outlook: Country Analysis Matters
Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.
2020 outlook: Asia still attractive for income
Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.
Global outlook 2020: a tale of two halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.