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Market Outlooks
Global Weekly Commentary: Positioning for the new nominal
This piece is approved to use with clients.
A key consequence of this year’s policy revolution is the potential for a more muted response of nominal yields to higher inflation, in our view. This means investors should start positioning their long-term portfolios for this new dynamic now, in our view.
Market Outlooks
Global Weekly Commentary: Why we are turning bullish for 2021
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The expected widespread rollout of Covid-19 vaccines in 2021 has strengthened our conviction in an accelerated economic restart. We have turned more pro-risk, upgrading equities to a tactical overweight.
Market Outlooks
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Market Outlooks
Global Weekly Commentary: Our latest credit views
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We have closed our tactical underweight in EM debt as easy monetary policy is expected to stay, against the background of an improved 2021 outlook. Positive news on Covid vaccine development has boosted the case for an accelerated global restart in 2021.
Market Outlooks
Global Weekly Commentary: Upgrading U.S. equities
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We upgrade U.S. equities to overweight, with a preference for quality large caps riding structural growth trends – as well as smaller companies geared to a potential cyclical upswing. We prefer to look through any near-term market volatility as Covid cases surge. Positive vaccine news reinforces our outlook for an accelerated restart during 2021, reducing risks of permanent economic scarring.
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Market Outlooks
Global Weekly Commentary: Vaccines shape 2021 outlook
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Positive news on Covid vaccines gives us greater confidence that the economic restart can re-accelerate in 2021 – and that the cumulative activity loss from the virus shock will ultimately be a fraction of that seen after the global financial crisis (GFC). We prefer to look through any market volatility generated by the virus resurgence and renewed restrictions over the challenging months ahead.