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New year, new opportunities

Our CIOs discuss themes reshaping the investment landscape

COVID-19 has changed the investment landscape

The COVID-19 pandemic has affected nearly every aspect of our lives, including how to think about investing. We asked our chief investment officers to address impacts of the pandemic, along with the investment opportunities they may present.

Omar Aguilar on passive equity & multi-asset strategies

Far-reaching impacts of COVID-19 are driving many themes for equity investors, including a likely rotation into cyclicals, expectations for continued growth in emerging markets, increasing interest in environmental, social and governance (ESG) investments, and a flood of global liquidity.

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Brett Wander on fixed income

Key themes for fixed income investors to consider in 2021 and beyond include the impact of continually low yields, the importance of inflation protection, and divergence within the municipal bond market.

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Bill McMahon on active equity strategies

The new investment landscape reshaped by COVID-19 presents opportunities and risks around themes such as the need for income, accelerated digitalization, a shift toward sustainable energy and greater onshoring.

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