For Financial Professionals in the US

Global Perspectives

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.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Market GPS Investment Outlook 2021

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.

2021: Volatility likely, surprises fewer

2021: Volatility likely, surprises fewer

Exceptional monetary policy and macro uncertainty mean the rules are changing. Is 2021 the time to look beyond traditional investment approaches?

Carrying the Lessons of 2020 into 2021

Carrying the Lessons of 2020 into 2021

Head of U.S. Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020 and how they are likely to apply in the year ahead.

Global Bonds in 2021: Better but Still Bumpy

Global Bonds in 2021: Better but Still Bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

A Positive Backdrop for U.S. Equities

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.

High-Yield Bonds: The Grind Tighter in 2021

High-Yield Bonds: The Grind Tighter in 2021

Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.

Diversified Alternatives: Adapt and Evolve

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.

Sustainable Equities: The Future Is Green and Digital

Sustainable Equities: The Future Is Green and Digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

Health Care Builds Momentum

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

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.

Investing in Diversity: Analyzing the Investment Risks and Opportunities

Investing in Diversity: Analyzing the Investment Risks and Opportunities

A discussion on the importance of diversity and inclusion from an investment perspective.

Investing in Diversity: analysing the investment risks and opportunities

Investing in Diversity: analysing the investment risks and opportunities

Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.