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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Managing Liquidity Within Fixed Income – Your Questions Answered
Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.
Unconventional Monetary Policy in Australia: Not If, but When
Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.
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.
Market GPS: The Outlook for Global Property Equities
Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.
Market GPS: Search for Stable Income Continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.