All Global articles – Page 52
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White papersLate-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
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White papersInvestors must learn to navigate a less predictable world
A failure to account for wide-ranging and complex geopolitical risks could wipe out investment returns
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White papersInvestor dissension mounts as temperatures rise
The 2023 vote season was characterised by investor frustration over companies’ inadequate responses to climate change, and stakeholder concerns about labour rights and pay as the cost of living crisis continued to bite. Richard Adeniyi-Jones and Joanne Beatty highlight the key votes and trends.
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White papersSustainable fixed income: Five questions answered
To unlock sustainable fixed income with real-world outcomes you need the right combination of expertise, ESG integration and stewardship. Here, our investment teams answer key questions around what it takes to achieve true sustainability in fixed income.
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White papersGlobal High Yield Roundtable
Chris Sawyer, Head of European High Yield at Barings, participated in CAMRADATA’s Global High Yield Roundtable and discussed that state of the high yield market today, and how the team are navigating elevated levels of volatility.
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White papersNo Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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PodcastRecession Risks Are Rising—Are You Prepared?
In this podcast, Jamie Newton, head of Global Fixed Income Research and deputy head of Sustainability at Allspring, and Rick Hartley, senior vice president and client advisor on the Insurance Solutions team, discuss reasons the U.S. economy has remained resilient to date, the signs pointing to a possible recession on the horizon, and strategies investors can use to prepare for it.
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White papersThe race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.
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White papersSchroders Capital Global Real Estate Lens August 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersWhat if Everything’s Going to Be OK?
Falling inflation, recovering growth, relaxed central bankers—how one of the most widely forecast recessions in history failed to happen.
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White papersA Chip Heatwave Sweeps Across the Land of Fire
Read more on how the demand for high-performance and next-generation semiconductors is expected to rise as a result of secular trends like artificial intelligence and the energy transition.
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White papersThe what, why and how of the global fixed income and municipal markets
The evolving fixed income market environment: Key 2023 themes
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White papersWhy forever chemicals aren’t going away
The accumulation of harmful chemicals in the environment over time poses serious risks to wildlife, the food chain, and human health. Joanne Beatty explains the nature of forever chemicals and how we engage with companies on this topic.
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White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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White papersISA Portfolio View 2023
The art and science of portfolio construction matters most when market conditions change suddenly. This has never been truer than in the past few years, which saw major pivots in capital markets as policymakers shifted from trying to stimulate the economy at the start of the pandemic, to applying the breaks to prevent inflation running out of control.
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White papersAsset Class Return Forecasts - Q3 2023
Optimism was definitely behind the respectable performance registered by risky assets in the last quarter. However, the economic backdrop does not look overly positive. On the price levels side, US headline inflation is receding, although the core measure - more important for monetary policy decisions - is proving to be stickier. The latest European and UK inflation numbers signal that price growth is cooling.
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White papersGlobal Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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White papersEmerging market resilience paves the way for new opportunities
Resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year. The effects of monetary tightening are seeping through to the real economy, contributing to lacklustre growth, particularly in developed economies.
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White papersRecord Heat, Climate Policies Energize Low-Carbon Investing
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
