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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Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.