2020-outlooks video
2020 Outlook  •  Feb 20, 2020  •  4:25 Min

VIDEO: Not the Usual Suspects 

Andrew Harmstone
This video provides a short summary of GBaR Team's Outlook for 2020

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2020-outlooks page
2020 Outlook  •  Feb 10, 2020

Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 

Jitania Kandhari, Ben Rozin
If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

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2020-outlooks page
2020 Outlook  •  Jan 24, 2020

Not the Usual Suspects 

Andrew Harmstone
World economic growth appears sufficiently robust to resist recession, but is slowing enough to prompt some governments to implement fiscal stimulus programmes. Heading into 2020, we see the brightest spots for return potential as being outside the usual suspects.

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2020-outlooks page
2020 Outlook  •  Jan 02, 2020

Time to View Hedge Funds through a Different Lens 

Mark van der Zwan
While the outlook for equity and fixed income returns is uninspiring, this is precisely the type of environment in which hedge funds have the potential to perform well. Representing the most unconstrained form of active management, hedge funds are designed to exploit and amplify opportunities in ways that passive and long-only active strategies can’t.

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2020-outlooks page
2020 Outlook  •  Dec 18, 2019

2020 Emerging Markets Debt Outlook: Differentiation over Duration 

Sahil Tandon, Mariano Pando, Warren Mar, Eric Baurmeister
What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.

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2020-outlooks page
2020 Outlook  •  Dec 09, 2019

2020 Public Infrastructure Outlook 

Global Listed Real Assets Team
A variety of economic and structural tailwinds helped spur global listed infrastructure’s strong 2019 performance. The Global Listed Real Assets team takes a sector-based approach in examining those trends in 2020.

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2020-outlooks page
2020 Outlook  •  Dec 08, 2019

Fixed Income Outlook 2020: From Reset to Recovery 

Jim Caron
In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

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2020-outlooks audio
2020 Outlook  •  Dec 06, 2019  •  4 Min

Audio: Fixed Income Outlook 2020: From Reset to Recovery 

Jim Caron, Head of the Global Macro Strategies for fixed income, talks about where to find opportunities in 2020.

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2020-outlooks page
2020 Outlook  •  Nov 30, 2019

Lower Growth Takes Root in a 4 D World  

Ruchir Sharma
Our outlook for 2020 isn’t bullish or bearish, just realistic. We see the 4Ds – Depopulation, Declining productivity, Deglobalization and massive Debt – slowing growth worldwide in 2020.

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2020-outlooks audio
2020 Outlook  •  Nov 30, 2019

2020 Emerging Markets Debt Outlook: Differentiation over Duration 

Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the forces that may shape emerging markets fixed income in 2020.

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2020-outlooks page
2020 Outlook  •  Nov 30, 2019

Credit Outlook: A Year of Two Halves - Technical Is Temporary, Quality Is Permanent 

Richard Ford
2019 was a "goldilocks" year for credit. Will 2020 bring more of the same? The Global Fixed Income team offers their outlook for the year.

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2020-outlooks audio
2020 Outlook  •  Nov 30, 2019

Audio: A Year of Two Halves - Technical Is Temporary, Quality Is Permanent 

Richard Ford, Global Head of Credit, offers his outlook for a year that should offer plenty of opportunities for active managers.

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