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Outlook & commentary

Active is: Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          A Biden victory and split Congress may be welcomed by markets

          Outlook & commentary

          A Biden victory and split Congress may be welcomed by markets

          With President-elect Joe Biden facing a split Congress, investors could welcome the resulting “Biden-lite” agenda, which may include portions of his spending plans – such as fiscal stimulus and infrastructure investment – but little in the way of tax increases.

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          by Mona Mahajan | 10/11/2020

          US elections: race is far tighter than expected – again

          Outlook & commentary

          US elections: race is far tighter than expected – again

          While the results are not yet final, the 2020 US presidential race is much closer than the polls and betting markets predicted. Investors should expect some flight-to-safety response in areas like US Treasury bonds and the dollar, and technology may perform well if President Trump secures victory again.

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          04/11/2020

          Mona Mahajan

          Outlook & commentary

          US election reaction: closer than expected race has jolted markets

          US investment strategist Mona Mahajan explains how the US presidential election has not delivered the anticipated Democratic blue wave, and markets have been jolted by how close the race now appears.

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          by Mona Mahajan | 04/11/2020

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          US dollar’s structural weakness could benefit Asian emerging markets

          Outlook & commentary

          US dollar’s structural weakness could benefit Asian emerging markets

          A bearish longer-term outlook for the US dollar could bolster Asian economies as they continue their tentative recovery from the Covid-19 pandemic.

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          by Christiaan Tuntono | 22/10/2020

          US elections Q&A: investors can find an advantage in volatility

          Outlook & commentary

          US elections Q&A: investors can find an advantage in volatility

          Financial markets could remain volatile as we head towards US elections in November – particularly with the prospect of a contested result. But this could provide a tactical opportunity for investors to add risk to portfolios, or to further diversify their holdings.

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          by Mona Mahajan , Peter Lefkin | 07/10/2020
          Four themes that make the European Green Deal an opportunity for investors

          Outlook & commentary

          Four themes that make the European Green Deal an opportunity for investors

          The European Green Deal outlines the ambition of the European Commission to transition towards a more sustainable and digital economy; which themes are most likely to benefit from this shift?

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          by David Finger , Daniel Staudegger | 07/10/2020
          3 policy differences for investors to watch in the US presidential race

          Outlook & commentary

          3 policy differences for investors to watch in the US presidential race

          President Trump and former Vice President Biden have notably different views about corporate taxes, energy and US-China trade, which may have a substantial impact on markets and portfolios.

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          by Mona Mahajan | 11/09/2020

          China’s return to growth should help equities and corporate credit in North Asia

          Outlook & commentary

          China’s return to growth should help equities and corporate credit in North Asia

          With its successful containment of Covid-19, China’s ongoing recovery is likely to benefit its most closely connected neighbours.

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          by Christiaan Tuntono | 13/08/2020

          3 ideas for investors seeking diversification and growth potential

          Outlook & commentary

          3 ideas for investors seeking diversification and growth potential

          After months of strong outperformance, US markets may face new challenges, including a resurgent coronavirus and political uncertainty. Our US Investment Strategist has three ideas for investors seeking diversification and growth potential: sustainable investing, private-market debt, and securities in Asia and Europe.

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          by Mona Mahajan | 04/08/2020

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