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 Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.
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.
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
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 equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
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.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
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.
Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
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.