All Commentary articles – Page 64
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White papersFixed income outlook - Sticky inflation
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession. The effect of monetary tightening on aggregate demand is becoming evident, while supply chain pressures appear to be easing
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PodcastClimate Postivity and the Mannheim model
What is Climate Positivity and how should a carbon emitting energy company position themselves to stay ahead in a climate conscious world?
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Video5 Themes for 2023: Blowing hot and cold
After a depressing 2022, markets have got off to a flying start. Should investors ride the wave? Have long-term yields peaked? Is the recession risk fairly priced in equities and High Yield credit? Can we still count on the Fed put? Will portfolio diversification start working again?
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White papersOutlook 2023: Blowing hot and cold
Our Annual Outlook provides our key views and investment implications for the coming year
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White papersKey Investment Themes for 2023
2022 saw geopolitics dominate attention, with events in Ukraine unsettling and resetting markets and the global economy. Meanwhile, investors also contended with eye-watering inflation, steep rate hikes and higher volatility across the board.
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White papersPurposeful Refinement: Positioning for Tomorrow
In 2022, an unconventional problem, COVID-19, led to consequences traditional diversification strategies weren’t equipped to handle. We believe purposeful refinements to traditional approaches may drive future success.
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White papersEquity Market Risks and Opportunities: Four Independent Views
How have risks that equity markets faced during 2022 changed the outlook for different equity categories? Leaders of four Allspring equity teams discuss their views on risks and opportunities in 2023.
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White papersMacro Insights: Outlook for bonds brighter even as growth concerns linger
Markets rebounded in the fourth quarter of 2022, closing a year marked by high volatility as the US Federal Reserve (Fed) reset its monetary policy path.
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White papersEquity Market Outlook 1Q 2023: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend. Alas, we believe macroeconomic indicators offer little to cheer about in the first quarter of 2023—and perhaps through the remainder of the year.
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White papersThe Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
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VideoWho’s Afraid of an Inverted Yield Curve?
The current slope of the US Treasury yield curve is inverted. Two-year yields are higher than 10-year yields, and to us that means that investors are focused on a few things.
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White papersClimate Action Report
As the window to act on the climate emergency narrows, as a global investor, business and employer, we know that our response to tackling the climate crisis must go beyond what is expected of an asset manager calling itself ‘responsible’. Here, we report on our progress, innovations and commitments that lie at the heart of our climate strategy.
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PodcastThe Investment Podcast: Dissecting the real estate and recession dynamic
With a third of the global economy expected to fall into recession in 2023 according to the IMF, Jose Pellicer considers previous recessions of 1991 and the Global Financial Crisis, as well as the price of risk during economic contraction and the countries and sectors that could be in favour.
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White papersData centers: Empowering a data-driven world
Data centers have become critical components of our growing dependence on technology. Surging demand coupled with high barriers to entry for new supply and a global search for attractive investment returns have brought the sector to center stage.
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White papersInvesting in commercial real estate debt
Commercial real estate debt (CRE) continues to see strong interest from investors globally, especially in today’s volatile, rising interest rate environment.
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White papersWeakening Growth Outlook to Eventually Favor Euro Rate Risk
European policymakers face a dilemma: continue to hike interest rates to combat inflation or ease off to stimulate growth.
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White papersMore Volatility Ahead? Buckle Up with Defensive Equities
After a tumultuous 2022, investors are hoping for an eventual end to monetary tightening, and with it, a reprieve from brutal market volatility. But since corporate earnings are still adjusting to a new regime, the road will be bumpy. What can equity investors do to reduce risk?
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White papersThe Impact of Climate Risks on Social Inequality
Reducing social inequality and protecting the environment are two distinct objectives that can both complement and contradict each other. In this study, we examine the impact of climate risks on social inequality and demonstrate a potential trade-off between environmental and social improvements.
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White papersOur investment teams on the key themes for 2023
In our 2023 Outlook paper, we look back on last year and outline the key themes that could shape markets in the year ahead.
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VideoNeuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
