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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: 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: 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: 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.
Investment Themes That Matter – Market GPS Discussion
Alex Crooke, Michael Ho and Jim Cielinski explore the key themes shaping the investment landscape for the second half of 2019.
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.