All Commentary articles – Page 27
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White papersQ2 2023 Asia Pacific Market Perspective
Between July and November 2023, soft-landing expectations remained intact; higher interest rates incrementally dampened growth and reduced inflationary readings, in line with central banks intentions.
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White papersPrivate real estate entry points emerging amid selloff
A 12-year investment cycle fueled by historically low rates is coming to an end as private real estate reprices
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White papersAs private real estate sells off, conviction in listed REITs grows
Recent market events support our belief that favorable entry points are emerging for global listed REITs
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White papersGoing Back to Base
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
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White papersGlobal Investment Views - July 2023
Equities have been boosted by optimism relating to slowing inflation and stable economic data recently In the US, a large chunk of these gains came from the mega tech stocks, including the ones led by the AI wave.
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White papersMid-year 2023 outlook: Time to engage more fully
In this Global Investment Outlook, we focus on the attractiveness of investments beyond cash including fixed income, equities and alternatives. Our investment teams provide useful exhibits to discuss opportunities for the rest of the year.
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White papersGeopolitical shifts and investment implications
Geopolitical risks are here to stay
Russia’s incursion into Ukraine and the great power rivalry between the US and China have catapulted investors into a new reality of constant and increasing geopolitical risks. -
White papersRetail Investors’ Behaviour in the Digital Age: How Digitalisation is Impacting Investment Decisions
“Most people are prone to investment biases, do not diversify enough and fail to rebalance their portfolios. Robo-advisors have helped retail investors in this task. We have shown that improved diversification and rebalancing greatly enhances their performance.”
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White papersPrivate Markets Outlook: New ideas for a new regime
The end of the easy money era requires new approaches to private market investing. We reveal the key risks and opportunities across major private market asset classes and the critical investment implications to consider to prosper in this new market landscape.
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White papersEmerging Markets: Navigating Opportunities From Generative AI
Emerging markets offer unique opportunities and challenges for investors seeking exposure to Generative AI.
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WebinarMid-Year Outlook on 29 June
The second half of 2023 is likely to bring a further deceleration in global economic activity and see major policy interest rates reach their peak. A bright spot is the widening growth advantage that emerging economies look set to enjoy over their developed peers.
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White papersReal estate: tough markets reveal opportunities Q&A with Carly Tripp
In recent quarters, we have watched real estate valuations fall. How can investors navigate these tough markets? We sat down with Carly Tripp, Global Chief Investment Officer of Nuveen Real Estate, to find out.
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White papersSecular Outlook 2023 - Asset class return forecasts for the next five years
Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.
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VideoSecular Outlook 2023 – Asset class convictions for the next five years
Luca Paolini, Chief Strategist at Pictet Asset Management, explains what may drive financial markets over the next five years
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Podcast2023 Midyear Outlook: Allview Face-off Roundtable
Members of Allspring’s Systematic Edge team, Plus Fixed Income team, and Discovery Growth Equity team share their predictions for the markets and beyond in the second half of 2023.
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White papersUnrest 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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White papers2023 Mid-Year Investment Perspectives
Financial markets have been surprisingly resilient this year, despite stubborn inflation, further rate hikes and bank failures. As we move into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors.
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PodcastCity in Focus #2: Milan
Milan is not only a fashion powerhouse, it’s also a city that’s growing rapidly, with its booming economy outpacing the rest of Italy.
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White papers2023 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 papersMid-year outlook 2023: macroeconomic and financial market forecasts
Macroeconomic forecasts as of 13 June 2023
