Latest Manager Research – Page 80
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White papersPromoting greater financial inclusion in communities
An integral aspect of impact investing is the focus on providing solutions that address underserved issues and communities. This case study considers Bank of Georgia’s lasting impact and how it is enabling greater financial inclusion in a country that was previously grossly underserved.
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White papersThe stimulating role of amenities in rental pricing
While in general the proximity to bars and railway station increases rent, playgrounds in the nearer neighbourhood are not worthwhile.
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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 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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White papersNever Stop Learning
Jon Baranko and Dan Morris, Allspring’s chief investment officers, describe their insights from the first half of 2023 and share their outlook for investing in the second half of the year.
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White papersAgri-food for thought: How might sustainability change markets in the coming decades?
Tom Lyons, Allspring’s head of Climate, explains the worsening challenges from current food-production processes, their solutions, and portfolio adjustments to consider to potentially capture future growth opportunities.
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White papersLessons from the Boxing Ring
Wai Lee, co-head of Systematic Research at Allspring, explains how investors can learn from the boxing world to determine the combination of portfolio techniques that fits their needs and may help reduce portfolio risks.
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White papersA Balancing Act: Fixed income playbook for 2H 2023
Many bond investors are looking for less volatility and more predictable returns. Five of Allspring’s fixed income leaders explain five key strategies they think bond investors should focus on going forward.
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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 papersStrategy and value creation in a changing infrastructure environment: IREI’s interview with Andrew Morris
We started as a global, diversified core-focused business. As the industry has matured, the best investors have become increasingly specialized, and we have followed suit. We’ve been focusing on building specific capabilities in infrastructure sectors we think are the most attractive, and in the past five years, that has been in the digital and energy transition in the two largest markets — North America and Europe.
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White papersIs China’s reopening lifting the global economic cycle?
The current macro situation is puzzling. The three main economic regions are exhibiting three very different trajectories: the US is decelerating, China is recovering and the Eurozone is showing remarkable resilience.
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White papersHow genetics innovation has expanded biotech investment opportunities
From cancer and heart disease to rarer but equally devastating diseases, the development of life-saving treatments has been turbo-charged in recent years by our improved understanding of one key area of medicine – genetics.
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White papers2020s vs 1970s: echoes, not a replay
”The many challenges that lie ahead will likely lead to high volatility in the global cycle, in terms of growth and inflation. To weather such an uncertain period a more dynamic asset allocation framework is needed.”
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White papersWhy R-star may rise, and its implications for rates and policy
R-star is the real interest rate that is neither expansionary nor contractionary when the economy is at full employment. If the central bank sets its policy rate below R-star, then its monetary policy position is accommodative. The Fed currently believes R-star is about 0.5%, which is significantly lower than the Fed’s calculation of 2% a decade ago.
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White papersClimate Facts: Climate Change is Here and It’s an Investment Issue
The facts about climate change and the unique opportunities for bond investors. The future won’t wait. Start your transition today.
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White papersClimate Bond Investing: Reduce the Carbon, Fund the Transition
We believe climate change is one of the biggest risks in investment portfolios today. But, with this risk also comes tremendous investment opportunity, as the economy reworks against the impact of climate change.
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White papersThe bigger ESG picture
Views on sustainability-related investing differ around the world. Some investors only care about unconstrained investment returns; others have a greater sense of social responsibility alongside a belief that an ESG slant helps avoid investment risks and acts as an enabler of future returns.
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White papersBond outlook: Fed pause leaves many paths to income potential
Bonds today provide a sensible option to the dilemma facing investors — what to do as markets ricochet between hopes of a soft landing and concerns of a recession? After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.
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White papersAlternative Allocations: The growth and diversification of secondaries
Secondary funds, commonly referred to as secondaries or continuation transactions, purchase existing interests from limited partners (LPs) or assets from primary private equity fund investors. Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow.
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White papersAsia Pacific cities in tomorrow’s world
At Nuveen Real Estate we believe Asia Pacific cities carry strong promise as part of our tomorrow’s world investment thesis, and are highly compelling for institutional investors to consider when building a core real estate portfolio.
