Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
Subscribe for relevant insights delivered straight to your inbox
The importance of understanding a company’s business model to assess value and risk in an investment.
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
An overview of notable sustainable news stories for the third quarter of 2020.
Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.
Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
Market gains have been concentrated in large-cap tech stocks in 2020. But many other companies are adapting to a digital-first economy and/or have solid fundamentals.
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
The power of platform businesses and why the trajectory of their corporate models is often misunderstood.