Read our portfolio managers’ 2021 outlooks as they are published and stay informed on key market themes for the year ahead.
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 equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
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.
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
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
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.
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.