Market GPS

PORTFOLIO MANAGER OUTLOOKS

Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.

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Equity

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.

China: What Can Investors Expect in the Year of the Metal Ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

A Step Closer to a Digital Future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Fixed Income

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

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.

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.

Alternative and Multi-Asset

Active ETFs Are Here to Stay

Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

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