All Equities articles – Page 6
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White papersThe Fine Print of Indexation
A look at opportunity costs, long-term risks and complementary solutions.
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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 papersOverlooked 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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White papersA Triumvirate of Macro Mega-forces
Deglobalization, a shrinking working-age population and climate change are set to define the strategic investment outlook. Much is written on these topics individually, but their economic impact is most clear when they act in concert to imply the same directional outcome for macro variables.
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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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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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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 papersEmerging 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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White papersBeyond re-opening: the long-term trends to watch in China
The risks and rewards presented by investing in China topped the agenda at Federated Hermes’ Asia and Emerging Markets Investing Forum in London on 13 June.
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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 papersIndonesia – unlocking the potential
Dara White, Head of Global Emerging Market Equity, and Krishan Selva, Client Portfolio Manager, look at why the future could continue to be very bright for the country
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White papersEquities from 10,000 Feet Up
Three of Allspring’s equity leaders identify trends they believe will be evident as well as potential risks and opportunities for equity investors in the second half of 2023.
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White papersGreying and Greening Across Emerging Markets
We examine which emerging markets face the strongest demographic pressure as part of our ongoing research into the global shift in labor dynamics.
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Podcast2023 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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White papersHelp Wanted: Why Smart Companies Recruit for Diversity
Recruiting talent is a basic ingredient for business success. Companies that are more inclusive in their recruiting will discover better-qualified employees, which can bolster competitive advantages and help deliver better outcomes for investors.
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White papersIndia Outlook: Turning point for Indian equity markets
After a weak start, Indian equity markets have just turned positive year-to-date and remain firmly on investors’ screens.
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White papersPositioning: to the rescue of tech stocks
Last week’s focus was on real rates rising while growth stocks kept outperforming value ones. This week we follow up with a focus on one of the potential explanations to this situation: positioning.
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White papersPrivate Equity Valuations Withstand the Volatility of 2022
We see valuation data from more than 400 funds each quarter, and it suggests the recovery from a relatively shallow downturn may be underway for buyout funds.
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White papersGP-Led Secondaries: Private Equity’s Most Underserved Market?
Current macroeconomic and capital market conditions appear to be creating attractive investment opportunities for secondary buyers.
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VideoNeuberger Berman Private Markets: Q1 2023 Preliminary Valuation Summary & Analysis
(7:38) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
