All Investors articles – Page 9
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White papersCould the Rise of AI Mean Falling Prices?
There’s been much discussion of AI’s deflationary potential, but this issue must be viewed in the broader context of other megatrends influencing a new investment regime.
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White papersKey Questions for AI Practitioners
AI can transform our industry—from investing to operations. We explore some of the questions asset owners and managers should be considering.
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White papers2023 4Q GIC outlook: Stay in the game
Global Investment Committee: Bringing together the most senior investors from across our platform of core and specialist capabilities, including all public and private markets
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White papersAs rate hikes near end, historic investor opportunity may begin
To say this has been an interesting year in financial markets is an understatement. Equities have been stronger than most expected, and the 10-year US Treasury yield is up 40 basis points as of 13 September. So where are we now as we head into the homestretch of 2023?
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PodcastReal Estate in a Time of Uncertainty
With this year’s bank failures and the continued rise of interest rates, questions loom about where our economy is headed and how best we can prepare ourselves for what is next.
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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 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.
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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 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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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.
