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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Markets face monetary headwinds and a near-term industrial slowdown could dent earnings expectations, argues Simon Ward, Economic Adviser.
UK money growth is pulling ahead of other majors, warranting relative economic optimism but concern about sterling and inflation, argues Simon Ward, Economic Adviser.
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.
Chinese monetary policy is restrictive and could offset the boost to global growth from new US fiscal stimulus, argues Simon Ward, Economic Adviser.
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Renewed monetary strength would increase the risk of a near-term inflation rise becoming entrenched, argues Simon Ward, Economic Adviser.
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.
Monetary financing of the fiscal deficit – revised up significantly for 2021-22 in yesterday’s Budget – threatens a balance of payments blowout and much higher inflation, argues Simon Ward, Economic Adviser.