The inflation question
In our previous edition, we argued the outlook for 2021 depended on whether the ‘bad news’ about new virus strains or the ‘good news’ about vaccines dominated this year. We cover this reassessment and its impact on markets and investment conclusions in our Q2 report.
Strengthening our specialist investment capabilities
In partnership with our investment firms, we are taking steps to strengthen our global research and asset class capabilities.
Economic & market views
Fixed income focus 2021
As global fixed income investors start to look beyond pandemic pressures, what can investors expect from 2021 and what is the outlook for inflation, interest rates and growth? Our investment professionals consider what the year ahead might bring