All Active articles – Page 9
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White papers
The Fine Print of Indexation
A look at opportunity costs, long-term risks and complementary solutions.
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Overlooked in the U.S.: International Small Caps
International small caps are underrepresented in most U.S. investors’ portfolios. Boosting allocations to this asset class provides the potential for more diversification and improved risk-adjusted returns.
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Unrest in Russia: Stay calm, invest on
Four of Allspring’s investment leaders provide their insights on Russia’s current instability and the situation’s potential impacts on asset classes.
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Emerging Markets from the Asset Allocator’s View
We’re tactically cautious on developed-market equities with a broadly risk-off stance, but we have a relative preference for emerging-market (EM) stocks over a 6- to 12-month horizon. Valuations aren’t demanding, while muted investor sentiment and generally low EM allocations versus recent history could be strong tactical catalysts—especially in light of China’s reopening.
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Stick or twist? Central banks diverge on policy direction
The Fed paused its tightening cycle this week, while the European Central Bank hiked, and People’s Bank of China (PBoC) cut rates.
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Video
Meet the Manager: Nachu Chockalingam
In this latest manager profile, Nachu Chockalingam walks us through the green flags she looks for when making an investment decision, the importance of variety in her day-to-day role, and where you can find her on the weekends.
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White papers
2023 Midyear Outlook report
As we reach the midpoint of 2023, global markets have shifted from binary to balanced, from either/or investment choices to a much broader set of opportunities − which is good news for active investors.
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White papers
Never Stop Learning
Jon Baranko and Dan Morris, Allspring’s chief investment officers, describe their insights from the first half of 2023 and share their outlook for investing in the second half of the year.
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Podcast
2023 Equity Midyear Outlook: Potential in Emerging Markets
Derrick Irwin, portfolio manager for Allspring’s Intrinsic Emerging Markets Equity team, and Ann Miletti, head of Active Equity and chief diversity officer, discuss emerging markets and why they might be one of the best areas to invest in this year. A more complete discussion can be found in Allspring’s midyear report to investors.
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Tactics and Strategy
We tend to think about diversifying across asset classes, sectors and regions, but diversifying across investment timeframes can add value, too.
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What gives, corporate hybrids?
Recent underperformance is a response to idiosyncratic newsflow and shouldn’t be seen as a reflection on the broader asset class, says Credit Portfolio Manager Mark Dove.
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Investors size up far-reaching implications of AI boom
Amid concerns about artificial intelligence, the fast-developing technology could also reduce many competitive barriers.
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Falling inflation brightens US outlook
US inflation came in slightly weaker than forecast in April, supporting hopes that the Federal Reserve’s aggressive monetary tightening is finally bringing price rises under control.
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The seven pillars of AT1 wisdom
Filippo Maria Alloatti, Head of Financials (Credit), outlines the seven key reasons why it is crucial to restore trust and investor engagement in the additional tier 1 (AT1) market.
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Collapse frequency: deposits, liquidity, and the new bank-body problem
A rash of US banking collapses has raised fears of system-wide deposit emissions. Fiorino quantifies the issue…
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Uncut gems: The evolution of ESG in EM sovereign debt
There are few asset classes upon which ESG factors have a more visible and profound impact on financial outcomes than in emerging market sovereign debt. However, effective ESG integration in the space remains inconsistent.
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Actively exploiting potential in fallen angels
Fallen angels fall for a reason; understanding the reason through an active approach helps avoid bonds that are likely to suffer from further downgrades and detract from performance. We delve into why credit analysis is key and illustrate our approach with two case studies.
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Webinar
Federated Hermes China Equity Strategy webcast
Join portfolio manager, Sandy Pei, for the latest Federated Hermes webinar to hear her current thoughts on China and where the opportunities lie.
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White papers
Homing in on Quality in Climate Investing Strategies
Stock selection in a climate investing strategy takes more than just avoiding companies exposed to global warming risks. The process should intersect with an active search for diverse opportunities among companies helping to fight climate change, but with high-quality business models, too.
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White papers
Proxy Voting: Engagement Matters
As we kick off our latest NB Votes campaign, we look at what detailed bottom-up knowledge brings to the process, and what can happen when it’s absent.