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 managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Can value continue to lead through a broader economic recovery?
The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.
Negative real yields have punished savers for much of the past decade.
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.
Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.
Brian Demain and Cody Wheaton explain that environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Assessing the benefits of active collaboration in stock and bond analysis.
Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.
Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.