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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Global money growth continues to cool, suggesting downside risk to optimistic consensus economic growth forecasts, argues Simon Ward, Economic Adviser.
Markets face monetary headwinds and a near-term industrial slowdown could dent earnings expectations, argues Simon Ward, Economic Adviser.
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
UK money growth is pulling ahead of other majors, warranting relative economic optimism but concern about sterling and inflation, argues Simon Ward, Economic Adviser.
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.
Strong March PMIs reflect fast money growth in mid-2020 and industrial momentum is probably peaking, argues Simon Ward, Economic Adviser.
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.