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Beyond the noise: just another rollercoaster
Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.
How will Asian property stocks fare in 2021?
Portfolio managers Tim Gibson and Xin Yan Low review what has been a tumultuous year for listed property and discuss the risks and opportunities in the year ahead.
A fertile ground for European smaller companies stock pickers in 2021
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
European equities: will value prove victorious in 2021?
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
A step closer to a digital future
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
What is next for US large cap growth equities?
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.