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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Shining a light on “Hidden ESG” in smaller companies
Why it’s important for investors to look beyond ESG ratings.
Remember the benefits of bonds
Navigating a core bond portfolio in a rising rate environment.
Will the value rotation continue through a broader economic recovery?
Can value continue to lead through a broader economic recovery?
Giving Savers a Chance in Short-Duration Fixed Income
Negative real yields have punished savers for much of the past decade.
Emerging Market Equities: Same Storm, Different Boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Is There an Investment Case for Oil and Gas During the Energy Transition?
Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.
Finding value in each other: Active collaboration in stock and bond analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Valuing High Yield’s Improving Credit Quality
Assessing the impact of rising credit quality on high yield spreads.
COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Secured loans quick view: 2021 — a return to normal?
David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.
Tempering expectations
While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected, justifying continued monetary and fiscal hyper-accommodation.
Positioning for Higher Yields
Assessing the risks and opportunities of higher government bond yields.