Global Perspectives 2021
In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.
In this series of outlooks from our leading investment experts, we look at how markets and economies have been impacted by the pandemic, and what the future holds for the next 12 months.
Glimpses of light at the tunnel’s end
2020 altered the high yield universe, but fears of high levels of corporate defaults proved unjustified. The resulting landscape should be set for steady returns in 2021.
Seeking out good alpha opportunities in emerging market debt
Seeking out good alpha opportunities in emerging market debt
The steady recovery of the asset class has been remarkable, while the semi-mature state of EMD markets creates good alpha opportunities across sovereigns and corporates in both hard and local currencies.
Video: 2021 investment outlook
Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021. Featuring: William Davies, Chief Investment Officer EMEA and Global Head of Equities; Neil Robson, Head of Global Equities; Maya Bhandari, Multi-Asset Portfolio Manager; and Alasdair Ross, Head of Investment Grade credit.
Fixed income: security selection a key driver of outperformance
How the Fed’s aggressive response to coronavirus has driven yields on safe-haven debt to near zero, leaving ‘low-risk’ portfolios increasingly susceptible to interest rate-driven price volatility, and what investors might consider doing to their portfolios.
Global IG: don’t underestimate changed behaviours
Global IG – don’t underestimate changed behaviours
How the investment grade market fared during a tumultuous 2020, changed behaviours that could be here to stay, and why we’re quite positive about the year ahead
CIO EMEA outlook 2021 – knowns and unknowns after a tumultuous year
The (end of the) year of living dangerously
Our fixed income team provide their weekly snapshot of market events.
