Discover our market outlook for 2021
Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.
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
Is it high noon for UK universities?
A number of establishments are thought to be struggling financially, throwing doubt across the future of the whole sector, but we still retain a preference for high quality, research-intensive institutions.
Airports versus toll roads – a novel reversal
While the Covid-19 pandemic continues to affect airports and air passengers, the impact is being felt to a lesser extent on roads.
Money for nothing, and VIX for free.
Our fixed income team provide their weekly snapshot of market events.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Meanwhile… back in the range
Our fixed income team provide their weekly snapshot of market events.
Downgrades, defaults and dispersion: Covid and credit
It is becoming more difficult to find an ‘average’ bond. As economic uncertainty increases, the dispersion widens, creating opportunity for an active manager
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
