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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Resources in 2021: A year of transformation
Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.
How will Asian property stocks fare in 2021?
Portfolio managers Tim Gibson and Xin Yan Low review what has been a tumultuous year for listed property and discuss the risks and opportunities in the year ahead.
A fertile ground for European smaller companies stock pickers in 2021
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
European equities: will value prove victorious in 2021?
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
Japan Equities: What can tuna auctions tell us about future market trends?
If results of January’s first tuna auction are anything to go by, 2021 looks to be a year that will continue to test the resilience of Japanese companies. However, 2020 has proven that there are opportunities for the discerning investor in Japan’s vibrant stock markets.
China: what can investors expect in the year of the metal ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
2021 — in a word: recovery
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
A step closer to a digital future
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
Multi-asset outlook 2021 – all change
News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.
What’s next for U.S. large-cap growth equities?
Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
Optimism for a renewed focus on fundamentals in small- and mid-cap growth
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.