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.
Subscribe for relevant insights delivered straight to your inbox
Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.
Assessing the benefits of active collaboration in stock and bond analysis.
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
Assessing the impact of rising credit quality on high yield spreads.
Considering the massive investment implications of China’s decarbonization plan.
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.
The importance of understanding a company’s business model to assess value and risk in an investment.
A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.