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Market GPS 2021

PORTFOLIO MANAGER OUTLOOKS

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Global Real Estate: Perception Is Not Reality

Global Real Estate: Perception Is Not Reality

Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.

Credit Light Cuts through the Income Darkness

Credit Light Cuts through the Income Darkness

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.

Carrying the Lessons of 2020 into 2021

Carrying the Lessons of 2020 into 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.

Global Bonds in 2021: Better but Still Bumpy

Global Bonds in 2021: Better but Still Bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

A Positive Backdrop for U.S. Equities

A Positive Backdrop for U.S. Equities

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.

Sustainable Equities: The Future Is Green and Digital

Sustainable Equities: The Future Is Green and Digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

Health Care Builds Momentum

Health Care Builds Momentum

Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.