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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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
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
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
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
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
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
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
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
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.
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
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.