For Financial Professionals in the US
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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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Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.
We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.
After a volatile 2019, what can health care investors expect in the new year?
As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.
Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.