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.
Latest Insights
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.
Long-term tech themes set to be powerful drivers in 2021
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team highlight the rapid acceleration of long-term tech themes this year and explore expectations for 2021.
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.
Global bonds in 2021: better but still bumpy
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
Healthcare builds momentum
Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.
High yield bonds: the grind tighter in 2021
Tom Ross, corporate credit portfolio manager, discusses the high yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.
Sustainable equities: the future is green and digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
A positive backdrop for US equities
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
Go with the flow
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
What does the economic recovery mean for equities in 2021?
Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.