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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Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.
Global money trends continue to suggest a near-term economic slowdown, with the caveat that interpretation of US monetary statistics is complicated by recent regulatory changes, argues Simon Ward, Economic Adviser.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies and Bethany Payne, Portfolio Manager, outline the implications of the announcements by the UK government in November 2020, that RPI will be aligned with CPIH from February 2030 and green gilts are to be issued from this year.
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
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.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
Portfolio manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.
John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
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.