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Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.
Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.
Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
