2021 Global Market Outlook
Managing to the Other Side
 
This year's global pandemic tested companies' and investors' ability to manage their way through an unforeseen and dangerous period. We believe the other side of that journey could come into view in 2021 with new coronavirus vaccines offering a potential lift for economies.

March 2021 / MARKETS & ECONOMY

Investing in a Pandemic: Lessons Learned...

Investing in a Pandemic: Lessons Learned and What’s Next

Investing in a Pandemic: Lessons Learned...

Disruption, speculation in markets, and themes to watch

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

January 2021 / MULTI-ASSET SOLUTIONS

Creativity in a Low-Yield Era

Creativity in a Low-Yield Era

Creativity in a Low-Yield Era

Bond investors could face more challenging markets in 2021

By Mark Vaselkiv & David Giroux

By Mark Vaselkiv & David Giroux

January 2021 / MARKET OUTLOOK

Global Market Outlook

Global Market Outlook

Global Market Outlook

Four factors for 2021

By David Giroux, Justin Thomson & Mark Vaselkiv

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2020 / GLOBAL MARKET OUTLOOK

Managing to the Other Side

Managing to the Other Side

Managing to the Other Side

New vaccines could accelerate recovery, boost cyclical sectors

By David Giroux, Justin Thomson & Mark Vaselkiv

By David Giroux, Justin Thomson & Mark Vaselkiv

December 2020 / GLOBAL MARKET OUTLOOK

For Investors in Japan, the Outlook Appears...

For Investors in Japan, the Outlook Appears Suga Sweet

For Investors in Japan, the Outlook Appears...

Four reasons to be bullish about the Japan investment outlook

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

China Market Outlook 2021

China Market Outlook 2021

China Market Outlook 2021

Improving fundamentals are likely to be sustained

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2020 / GLOBAL MARKET OUTLOOK

Asia ex-Japan: Constructive Outlook for Equiti...

Asia ex-Japan: Constructive Outlook for Equities in 2021

Asia ex-Japan: Constructive Outlook for Equities...

High-quality growth businesses on reasonable multiples

By Anh Lu

Anh Lu Portfolio Manager