All Commentary articles – Page 46
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White papersOne Bad Apple? Or More to Come?
Several of Allspring’s equity portfolio managers voice their views on the state of the U.S. banking industry in the aftermath of Silicon Valley Bank’s collapse.
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White papersCan systemic risk come back in 2023?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we analyse the outlook for systemic risk using an established measure of market turbulence over time.
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PodcastPAT Cast #13: MIPIM Special: Judging value in a volatile real estate market
MIPIM, one of the world’s leading real estate conferences, brings together the most influential players from all international property sectors.
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White papersRamping up the US-China chip rivalry: Who will suffer the most?
In another turn of the screw in its ban on tech and chip exports to China, the US is proposing to block direct company investment in advanced tech areas such as artificial intelligence, 5G wireless and quantum computing. How much China suffers will depend on whether the country has enough knowledge to sustain its own development of advanced tech. There is evidence that it has.
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White papersNo systemic risk from SVB failure, but watch out for areas of vulnerability
Silicon Valley Bank (SVB), a commercial bank that specialises in serving start-ups in Silicon Valley, has been shut down by regulators.
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White papersCrisis Management: Investment Analytics Update
The Investment Analytics team provides ongoing analytics and investment risk oversight for client portfolios. This note discusses the team’s rapid response to the failures of Silicon Valley Bank and Signature Bank.
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White papersJittery markets fear return of bigger rate rises
Markets have begun to price in a 50bps rate rise by the Fed in March but are awaiting key economic data which will reveal if the US economy has started to slow.
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White papersHow dangerous are 0DTE options?
The tell-tale signs are present: high trading volumes, retail investor buy-in and bloggers competing with Wall Street technicians for airtime. Is the craze for 0DTE – zero-day-to-expiry – options fomenting a meltdown on the scale of 2018’s ‘Volmageddon’?
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White papersESG Viewpoint: The challenges of realising zero-carbon cement
Can cement emissions be curbed, while still allowing for crucial infrastructure growth?
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PodcastThe Chatbot Phenomenon
Artificial Intelligence has been evolving for decades with the ultimate goal of enhancing our everyday lives. Some of the most recent iterations, such as ChatGPT and Midjourney, are the most advanced and human-like AI models we’ve seen yet.
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White papersFrom Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept. Academics generally circumscribed it to a mere anti-value status. We show that growth-oriented stocks not only present the characteristic of being expensive and over-priced.
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White papersAre Cheap Burgers in Emerging Markets a Good Sign for Investors?
Investors in emerging markets (EM) have endured a decade of poor performance. But things may be changing. Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds.
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VideoClimate and women: a disproportionate impact
The more frequent and severe weather events resulting from climate change cause shortages of clean air, water, food and shelter. This puts all of humankind at risk, but climate change is not gender neutral.
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White papersAre equities attractive now?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we run different scenarios on equity pricing in the current environment.
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PodcastInternational Women’s Day: Elevate to Be More
Christine Collins and Tyndale Brickley, co-leads for the Allspring Women’s Connect Group, speak with COO Sallie Squire about her career and the impact of mentors influencing the next generation of women leaders.
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White papersNearshoring opportunities brighten Mexico’s outlook
As companies look to relocate business operations closer to home, Mexico’s close proximity to the US suggest the central American country will benefit significantly from this shift.
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White papersEuropean equities are favoured in a fragile earnings outlook
“The greater resilience of profits enabled the European market to remain cheaper than the US one.”
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White papersUkraine: one year on but no end in sight
After 12 months of fighting further action is needed from the west to prevent a balance-of-payments crisis and to support the reconstruction costs faced by Ukraine
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VideoOutlook for China: When one door opens…
In our latest video insight, Silvia Dall’Angelo, Senior Economist, identifies the biggest opportunities and challenges faced by China’s economy on the road to reopening.
