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Market GPS 2021

PORTFOLIO MANAGER OUTLOOKS

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The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Inflation: Is This the Real Thing? Is This Just Fantasy?
Coronavirus Credit Interest Rates

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

What’s Next for U.S. Large-Cap Growth Equities?

What’s Next for U.S. Large-Cap Growth Equities?

Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

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.

Hardly a Stoic Fed
Coronavirus Interest Rates

Hardly a Stoic Fed

The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.

Expect Less Volatility in 2021, but Uncertainties Remain

Expect Less Volatility in 2021, but Uncertainties Remain

While volatility should diminish in 2021, uncertainties remain that investors will need to prepare for.

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans

PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans

How financial professionals can continue to add value for plan sponsors and business owners who choose to adopt PEPs.

Global Perspectives: Are We in a Sweet Spot for Credit Investing?
Coronavirus Credit Interest Rates

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

How the Return to “Normal” Could Reshape Markets

How the Return to “Normal” Could Reshape Markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Technology Fuels Long-Term Growth Prospects for Manufacturing

Technology Fuels Long-Term Growth Prospects for Manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Reaching for Normal: The Outlook for 2021

Reaching for Normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.