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.
LATEST INSIGHTS
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
Rising bond yields — a validation of recovery or a challenge?
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Nintendo: paving the way for positive play
Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
ESG in credit investing: themes, considerations and implementation
Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.
Emerging market equities: China’s “smart” opportunity
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Powerful factors coalescing for a rebound in U.S. travel and leisure
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Technology: solutions for a sustainable future in transport
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Health care’s innovation shifts into high gear
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Why should investors care about ESG?
Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.
Echoes of debt crises past
Can the past give some indication of how well economies can emerge from the COVID crisis? Portfolio Manager Steve Cain considers some of the lessons from the early 20th Century.
Flow World Reloaded
Can investors ride the pickup in issuance and option volumes in 2021? Aneet Chachra and David Elms consider how flexible, flow-driven strategies acting as price makers to intermediate flow mismatches can benefit.