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Keep the seatbelts fastened
Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.
2020 EM outlook: country analysis matters
Daniel Graña, Emerging Market Equity Portfolio Manager, believes that it is critical to have many lenses through which to identify the most compelling investment opportunities and highlights the importance of country analysis in emerging markets.
2020 outlook: Asia still attractive for income
Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.
UK Absolute Return: flexibility is the tool of choice for 2020
Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.
Global technology 2020 outlook
Global Technology Portfolio Manager Denny Fish explains positive near-term developments for the tech sector and provides an update on how artificial intelligence, the cloud and the Internet of Things are reshaping the technology sector, and the global economy in the process.
Global Outlook 2020: A Tale of Two Halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Diversified alternatives: Trade developments and interest rates hold keys to economy in 2020
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
2020 outlook: global natural resources
Daniel Sullivan, Head of the Global Natural Resources Team, discusses the three key themes he sees as likely to shape the outlook for natural resource equities in 2020.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
Outlook for Asia ‒ potential to surprise amid uncertainty
Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.
Market GPS: A Soft Landing Should Support Fixed Income in 2020
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.