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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Reflation: Is This the Real Thing or Just Fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Building Robust Bond Portfolios in a Low-Rate World
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
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.
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.
High Yield: Passing the Baton from Beta to Alpha
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
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.
ESG in 2021: Closing the Expectations Gap
Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
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.
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.
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.
U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality
Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.
The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.