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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Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.
An update on the tsunami of new issuance in credit markets, plus our views on inflation.
Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.
New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.
Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.
A discussion of the recent actions taken by the U.S. Federal Reserve to improve liquidity in money markets.
Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.
With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.
The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.
Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.
Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.
Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.