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: Outlook for Bond Markets Hinges on Trajectory of Global Economy
Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.
Market GPS: What’s in Store for China in 2020?
Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
Tell Tail Signs: Inflation Signals Perking Up
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Market GPS: Investors Should Expect the Unexpected in 2020
Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.
Market GPS: Sustainable Equities in 2020 and Beyond
We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.
Market GPS: The Outlook for Health Care Stocks in 2020
After a volatile 2019, what can health care investors expect in the new year?
Market GPS: High Stock Valuations Demand a Focus on Quality in 2020
As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.
Market GPS: Will Economic Growth Reaccelerate in 2020?
Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.
Market GPS: Fed Policy to Cast Long Shadow over 2020
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
How Do Tech IPOs Perform in Their First Year?
Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.
Market GPS Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
Money for Nothing, Right Tails for Free
Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.