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.
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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.
Room to Grow? The Outlook for Equities Late in the Cycle
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Bond and Equity Markets Sending Mixed Signals on Economic Outlook
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
Roundtable Discussion: Navigating Low Rates and Political Upheaval
Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.
Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020
Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.
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Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.
The Hawkish Rate Cut
A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.
“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.
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Finding Value in Bonds Amid Negative Rates
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.
Themes in Focus
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
The Role of Bonds in a Negative Rate World
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.