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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Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.
Fed watch: hardly a stoic Fed
The US Federal Reserve declined to expand accommodative policy measures, but Nick Maroutsos, Head of Global Bonds, believes the decision does not suggest the central bank is backing off from supporting the economic recovery.
Technology fuels long-term growth prospects for manufacturing
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
Evaluating stocks as growth continues to grow
Evaluating growth stocks in the face of concentrated market leadership.
A mostly benign outlook for U.S. inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
Global Perspectives: Making sense of the U.S. election
A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.
Options market warms to divided government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
Making sense of the 2020 US election
Our panel of investment professionals discuss what the result could mean for financial markets and investors.
US election reflections – celebrating gridlock
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
2020 US election: first take
Why the removal of election uncertainty could support markets – regardless of the outcome.
Equity markets price in uncontested election
U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.
Low Rates vs. U.S. Election: What Matters for Fixed Income?
Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.