Market GPS

PORTFOLIO MANAGER OUTLOOKS

Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.

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Equity

Resources in 2021: A year of transformation

Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

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.

Fixed Income

Euro investment grade: where less is more in 2021

Tim Winstone, corporate credit portfolio manager, sees reduced bond issuance, ongoing policy support and a recovering economy helping to underpin euro investment grade bonds in 2021.

Reaching for normal: the outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

light shaft in ocean cavern with diver

Credit light cuts through the income darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.

Alternative and Multi-Asset

Multi-asset outlook 2021 – all change

News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.

Value rotation represents a style change for 2021

Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.

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