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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Signs of a Renewed Appreciation for Sustainable Growth in 2021
Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.
How the Return to “Normal” Could Reshape Markets
Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.
Reaching for Normal: The Outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Global Real Estate: Perception Is Not Reality
Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.
Credit Light Cuts through the Income Darkness
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.
Carrying the Lessons of 2020 into 2021
Head of U.S. Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020 and how they are likely to apply in the year ahead.
Global Bonds in 2021: Better but Still Bumpy
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
A Positive Backdrop for U.S. Equities
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
High-Yield Bonds: The Grind Tighter in 2021
Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.
Sustainable Equities: The Future Is Green and Digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
Health Care Builds Momentum
Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.
Go with the flow
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.