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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Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.
Head of Global Bonds Nick Maroutsos expresses concern that monetary policy focused on financial markets will do little to ignite the growth needed for the economy to recover from recent weakness.
This year’s weakening of the U.S. dollar poses a significant threat to global economic growth and financial stability should it spiral out of control.
A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
Despite a shift in policy, the Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.
The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.
A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.
Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.
Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.
Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.
Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.
Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?