All Commentary articles – Page 43
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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 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 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 papersA guide to investing in natural capital
Discover what natural capital is, why it is important, what its key investment characteristics are, and how institutional investors can assess its suitability for portfolios.
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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
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White papersMid-year outlook 2023: investment convictions
Caution in equities is still required while Fed rates plateau. Market performance between when the Fed stops raising rates and the first cut could be positive or negative, depending on economic conditions.
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White papersMid-year outlook 2023: global themes
Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and the United States. Even though inflation is still well above central bank targets, markets expect policy rates to be near their peaks. As central banks retain credibility, most measures of inflation expectations remain anchored.
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White papersMid-year outlook 2023: key convictions for H2 2023
“Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass for navigating this phase.”
