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
COVID and tech: what have we learned as investors?
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.
US election insights: healthcare gains an edge
In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.
Investment considerations of a bipolar world
Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.
The regulatory and policy landscape for big tech
US-based technology equities portfolio manager Denny Fish believes that even if some large tech companies are compelled by regulators to adjust their business practices and others are impacted by a deceleration of global trade, the sector’s secular drivers remain intact and tech is likely to continue to account for a greater share of corporate earnings.
Strategic Fixed Income: Japanification — Europe first and now the US
John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.
A superfluous tweak to the Fed’s mandate
Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.
Tubthumping (I get knocked down but I get up again)
Portfolio managers on the Absolute Return Income Strategy reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
First in first out of COVID, how has China fared?
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Tech stocks: looking for secular growth, but not at any price
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.
Tech stocks: looking for secular growth, but not at any price
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.
2020 Trends in Investing: ESG Considerations on the Rise
The 2020 Trends in Investing Survey reveals that ESG investing is gaining popularity among financial professionals and investors in the U.S.
RBA to markets: “We are still here”
Portfolio Manager Dan Siluk explains that, despite economic conditions appearing to stabilise throughout much of Australia, the Reserve Bank of Australia felt compelled to recommence bond purchases to establish its credibility with respect to its yield curve control programme.