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

Weekly Credit Insight
Dispersion in year-to-date returns across various parts of the global credit universe.
Pricing ESG risk in credit markets: through volatility, our conviction affirmed
Companies with better ESG practices tend to have lower CDS spreads, even after controlling for credit risks.
Credit Pulse: market update – 12 March 2021
How does the fixed-income team use different types of loans to protect investments from inflation in this current environment and why have asset-backed securities (ABS) grown more attractive as concerns over rates increase?
A changing climate in fixed income: 360°, Q1 2021
In a sustainability-focused edition of 360°, we explore how sustainable finance shifted from a niche corner of the market to a position of prominence.
Credit Pulse: market update - 12 February 2021
What are our views on fixed income markets for the next coming months? How does the team prepare for the different possible outcomes?
The latest evolution of distress language in CLO documentation
With greater flexibility afforded to the manager, what can debt investors reasonably expect from changes made to documentation for collateralised loan obligations (CLOs)?