Blog

COVID-19 vaccines and a weak dollar solidify our positive view of emerging market equities, and undemanding valuations further burnish their appeal.

Mark Bayko and Jim Allworth, members of the Global Portfolio Advisory Committee, discuss the Global Insight 2021 Outlook.

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

Governments are awash in debt, with no signs borrowing will let up anytime soon. Is this sustainable? What are the risks for economies and taxpayers?

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

With the U.S. economy still reopening, where is inflation going from here and what can investors watch to gauge how price pressures may be building?

As economies regain pre-pandemic peaks and corporate earnings recover further, we look at why stocks could provide attractive all-in returns in 2021.

As the economic fallout from COVID-19 is absorbed, ultralow rates should make equities the asset class of choice and fixed income more challenging.

As the potential catalysts to a higher yield environment disappear, we explain why we think the fixed income landscape ahead will be challenging.