All Investors articles – Page 13
-
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.
-
White papersJapanese reforms ignite investor optimism
The Japanese stock market has enjoyed a resurgence in recent months due to corporate governance reforms and a renewed focus on shareholder value. Shoa Hirosato and Haonan Wu explain some of the key changes and the likely benefits for investors.
-
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.
-
White papersNet-Zero Alignment: Beyond the Numbers
There is no shortcut to assessing a portfolio’s net-zero alignment: data is incomplete, and we believe analysts’ insights are critical.
-
VideoIntroduction to the Neuberger Berman Tactical Macro Fund
(6:46) In this short video, Lead Portfolio Manager, Bob Surgent introduces the Neuberger Berman Tactical Macro Fund, highlighting some of the key characteristics he prioritizes for macro investing strategies.
-
PodcastThe Implications Behind Indexation
Index funds give investors broad exposure to the market at an accessible price point and have taken equity markets by storm in recent years. As index companies make decisions about how to construct their indices, we wonder if those decisions are more active than market participants realize.
-
-
White papersHow to Prepare for Market Volatility Before It Strikes Again
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
-
White papersMacro insights: Resilient growth buoys markets, but risks elevated
Investors powered a broad rally in risk assets in the second quarter as recession concerns appeared to diminish.
-
White papersHigh Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
-
White papersGeopolitical shifts and investment implications
Geopolitical risks are here to stay
Russia’s incursion into Ukraine and the great power rivalry between the US and China have catapulted investors into a new reality of constant and increasing geopolitical risks. -
Podcast2023 Fixed Income Midyear Outlook: Riding the Curve
Martijn de Vree, head of Fixed Income Solutions, and George Bory, chief investment strategist for Fixed Income at Allspring, discuss strategies that global fixed income investors can pursue in today’s markets. A more complete discussion can be found in Allspring’s midyear report to investors.
-
PodcastFinding the Silver Lining in Commercial Real Estate
As the commercial real estate landscape continues to evolve out of the many crises that hit the sector, namely with COVID and regional banks, investors are evaluating what their next move is within this asset class.
-
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.
-
White papersTactics and Strategy
We tend to think about diversifying across asset classes, sectors and regions, but diversifying across investment timeframes can add value, too.
-
PodcastMegatrends: Personalized Investing
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
-
White papersInvestors size up far-reaching implications of AI boom
Amid concerns about artificial intelligence, the fast-developing technology could also reduce many competitive barriers.
-
White papersWill AI Transform the Healthcare Industry for Investors?
Healthcare companies are beginning to explore how artificial intelligence (AI) might unlock efficiencies for patients and medical systems. But to transform science fiction into reality, AI applications in the sector must prove that they can improve business profitability to deliver returns for investors.
-
VideoBarings 360° Conference
Barings 360° was designed to challenge conventional wisdom, facilitate thought-provoking conversations, and expand investors’ perspectives on a wide range of asset classes.
-
White papersBehavioural Biases Among Retail and Institutional Investors
Decision-makers are often subject to various behavioural biases. Although they may affect both retail investors and professional money managers, behavioural biases are likely to be more severe among retail investors.
