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.
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Health Care Builds Momentum
Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.
Go with the flow
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.
What does the economic recovery mean for equities in 2021?
Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.
2020 Emerging Markets Outlook: Country Analysis Matters
Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.
Market GPS: Global Technology 2020 Outlook
Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.
Global Outlook 2020: A Tale of Two Halves
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.
Market GPS: Stay Focused on Long-Term Growth Themes
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.
Market GPS: Staying Nimble to Find Value Opportunities
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
Market GPS: A Soft Landing Should Support Fixed Income in 2020
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
Market GPS: Trade and Interest Rates Hold Keys to Economy 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.
Market GPS: Out of the Goldilocks Zone?
David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.