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.
LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
2021 – In a Word: Recovery
Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.
Expect Less Volatility in 2021, but Uncertainties Remain
While volatility should diminish in 2021, uncertainties remain that investors will need to prepare for.
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.
Diversified Alternatives: Adapt and Evolve
David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.
The Inevitable Face-Palm in Market Timing
The importance of staying the course amid ongoing uncertainty and extreme market swings.
Options Market Warms to Divided Government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
Options Markets See a Tightening Race
Always looking out for surprises, options markets are giving President Trump better odds than what are currently reflected in consensus polling data.
Equity Markets Price In Uncontested Election
U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.
Low Rates vs. U.S. Election: What Matters for Fixed Income?
Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.
Options Prices Spike on Election Uncertainty
The options market is signaling a tight U.S. presidential race, with volatility likely to increase around Election Day.
Business model investing: opportunity amid crisis
U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.
Looking past election volatility
Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.