All Global articles – Page 32
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Video
Shifting the spotlight: The value of biodiversity
The biodiversity around us is critical. Forests, peatlands and grasslands act as natural carbon sinks that absorb and store CO2. However, the threat to global biodiversity levels is at a tipping point.
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White papers
Opening Bell 2023 – Global Market Outlook
The outlook is looking a lot better than it was, as US inflation turns down and energy prices fall
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Convertible bonds: the weather forecast for 2023
Convertible bonds are an all-weather instrument. The optionality embedded in this asset class helped returns and provided a cushion during the challenges of the past two years.
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Why we see favorable entry points emerging for REITs
Listed REITs have likely priced in a recession; Our analysis points to a recovery next.
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Global Macro Shifts: Outlook on the fall of the US dollar…and the rise of Asian currencies
In this Global Macro Shifts, Templeton Global Macro believes the outlook for Asian currencies seems particularly positive, in terms of potentially benefiting from a US Dollar unwind.
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EMs with stronger fundamentals should see inflows
Global ownership of EM bonds stands at its lowest point in close to a decade
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Fixed 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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Fixed Income Perspectives January 2023
Global growth is expected to weaken as central banks remain restrictive, though many economies have shown more resilience than previously expected Inflation should continue to lose steam in 2023, although it may remain uncomfortably high relative to central bank targets Higher yields and relative value opportunities offer better return ...
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2023 Global Real Estate Outlook - 3
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.
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Beyond ESG: Government incentives delivering green transition
Governments are deploying a ‘carrot and stick’ approach to manufacturers around the world in an effort to reduce carbon dioxide emissions. This has resulted in renewable electricity becoming more profitable than energy from fossil fuels.
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2023 global ETF outlook: Playing defence and investing tactically
What’s ahead for exchange-traded funds (ETFs) globally in 2023? Jason Xavier, our Head of EMEA ETF Capital Markets, explains where he sees areas of growth and opportunity—including smart-beta ETFs, income-oriented strategies, and select emerging markets.
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Video
5 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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Outlook 2023: Blowing hot and cold
Our Annual Outlook provides our key views and investment implications for the coming year
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Key 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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Questioning Consensus: The Future Is Now
Global warming’s physical repercussions are disrupting global commodity and financial markets. Our research confirms active assessment is needed now, and Allspring is responding.
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There IS an Alternative: Fixed Income Road Map - 2023
Bonds yields in many sectors rose in 2022. Finally, for investors who’d needed to seek income outside of fixed income markets, There Is an Alternative. Allspring fixed income leaders identify potential opportunities.
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Equity 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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European interest rates: Increased dispersion presents opportunities
Global investment-grade corporates staged a strong rally in the fourth quarter of 2022, ending three quarters of negative returns.
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Fixed income rebounds on expectations inflation has peaked
As central banks moderate the pace of hikes and downturn concerns take the shine off riskier assets, bonds have seen renewed interest from investors.
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A Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.