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Market GPS 2021

PORTFOLIO MANAGER OUTLOOKS

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Active ETFs Are Here to Stay
ETF Investment Outlooks

Active ETFs Are Here to Stay

Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.

High Yield: Passing the Baton from Beta to Alpha
Credit

High Yield: Passing the Baton from Beta to Alpha

With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).

China: What Can Investors Expect in the Year of the Metal Ox?

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

ESG in 2021: Closing the Expectations Gap

Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.

2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

Multi-Asset Outlook 2021: All Change

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

Plan Talk: Best of 2020

Plan Talk: Best of 2020

2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.

A Blue Wave or a Blue Swell?
Elections Interest Rates

A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Elections

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics

Considering the ramifications of a potentially seismic political result.

Mental Health Habits to Cultivate and Share

Mental Health Habits to Cultivate and Share

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

A Step Closer to a Digital Future

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.

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.