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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Choice growth: potential opportunities from high yield expansion
Tom Ross and Seth Meyer, corporate credit portfolio managers, explain why the rise in the size of the high yield bond market is to be welcomed.
Shining a light on ‘hidden’ ESG in European smaller companies
European smaller companies’ managers Ollie Beckett and Rory Stokes discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.
A “monetarist” perspective on current equity markets – April 2021
Markets face monetary headwinds and a near-term industrial slowdown could dent earnings expectations, argues Simon Ward, Economic Adviser.
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Monetary financing fuels red-hot UK money growth
UK money growth is pulling ahead of other majors, warranting relative economic optimism but concern about sterling and inflation, argues Simon Ward, Economic Adviser.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
Rising bond yields — a validation of recovery or a challenge?
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.
Nintendo: paving the way for positive play
Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
ESG in credit investing: themes, considerations and implementation
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.
Global money trends still cooling before US fiscal boost
Strong March PMIs reflect fast money growth in mid-2020 and industrial momentum is probably peaking, argues Simon Ward, Economic Adviser.
Emerging market equities: China’s “smart” opportunity
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Powerful factors coalescing for a rebound in U.S. travel and leisure
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.