Search this website. You can use fund codes to locate specific funds

Macro Outlook Webcast: Looking to 2021 and Beyond, December 2020

Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.

With vaccines approaching and economies gradually recouping their GDP, Murray and Williams set out their market and macro views for the coming year and beyond. They also discuss the current state of financial markets, consider what this means from an asset class perspective, and provide their views on asset allocation.

Related Insights

Views from the credit desk: Bullish and Bearish Cases
In our latest Credit Pulse we consider the case for bullishness and bearishness about corporate conditions and the global economy, and suggest ways that credit investors can act on either sentiment.
Looking below the surface: 360°, Q2 2021
What is our current view of fixed income markets? And where do we see the best relative value?
Infinity and beyond banks: the never-ending battle between old money and big tech
Fiorino examines the tussle between banks and the increasingly belligerent Big Tech sector.
Credit Pulse: market update – 21 May 2021
In this latest dynamic debate in our Credit Pulse series, we ask: What is the bull case for markets versus the bear case? How cautious do investors need to be?
A burning issue: decarbonising the global steel industry
We look at the available options for steelmakers to decarbonise throughout their value chains.
Five key themes in energy credit
Here we present our reflections on investing in energy credit so far this year.