Market GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Market GPS: Fed Policy to Cast Long Shadow over 2020
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
Market GPS: Dividend-Paying Stocks – More Room to Run in 2020?
Equity valuations look reasonable heading into next year, but with the business cycle aging, we believe a focus on free-cash-flow growth is key for dividends.
Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020
Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.
Market GPS: Corporate Debt and the Need for Alternatives in 2020
The end of the corporate debt boom could spell trouble for equities and create demand for alternatives that offer diverse sources of returns.
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Market GPS: Can Equities Deliver More Gains?
At face value, stocks do not look cheap heading into 2020. But low interest rates and a market rotation could help support the asset class.
Market GPS: Investment Themes to Watch in 2020
In our Market GPS: Investment Outlook 2020, our asset class heads provide their views on investment themes to watch in the year ahead.
Investors Possibly Ill-Positioned for Continued Market Rotation
Investors may not be sufficiently considering the prospects of a steadying U.S. economy and a potential rise in inflation.
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Tell Tail Signs: Don’t Bet on Recession or Disinflation
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Finding Value in Bonds Amid Negative Rates
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.
Themes in Focus
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.