Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
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.
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.
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
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.