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Global Sustainable Equity: News and Opportunities (January 2021)
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
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Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.
Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 2021.
Head of U.S. Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020 and how they are likely to apply in the year ahead.
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.