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Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Expect Less Volatility in 2021, but Uncertainties Remain
While volatility should diminish in 2021, uncertainties remain that investors will need to prepare for.
Signs of a Renewed Appreciation for Sustainable Growth in 2021
Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.
Global Perspectives: Are We in a Sweet Spot for Credit Investing?
A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
How the Return to “Normal” Could Reshape Markets
Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.
Reaching for Normal: The Outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Global Real Estate: Perception Is Not Reality
Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.
Credit Light Cuts through the Income Darkness
Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 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
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.