Latest White Papers – Page 167
-
White papersFixed 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 ...
-
White papersSustainability – What to look for in 2023?
Environmental, social and geopolitical crises made 2022 an eventful year, with much of the focus on energy (security) and extreme weather events. We also saw advances on climate-related spending, biodiversity and sustainable finance regulation. While the wider sustainability field will continue to hold investor attention in 2023, Alex Bernhardt takes a closer look at three areas.
-
White papersOutlook 2023: Blowing hot and cold
Our Annual Outlook provides our key views and investment implications for the coming year
-
White papersKey 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.
-
White papersQuestioning 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.
-
White papersPurposeful Refinement: Positioning for Tomorrow
In 2022, an unconventional problem, COVID-19, led to consequences traditional diversification strategies weren’t equipped to handle. We believe purposeful refinements to traditional approaches may drive future success.
-
White papersThere 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.
-
White papersEquity 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.
-
White papersEuropean 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.
-
White papersEmerging markets debt: Valuations appear attractive despite uncertain macro backdrop
Emerging markets (EM) hard and local currency denominated sovereign bonds rose in the fourth quarter of 2022, as a softer-than-expected inflation print in the US and the potential end to China’s zero-COVID policy lured yield seeking investors.
-
White papersMacro Insights: Outlook for bonds brighter even as growth concerns linger
Markets rebounded in the fourth quarter of 2022, closing a year marked by high volatility as the US Federal Reserve (Fed) reset its monetary policy path.
-
White papersFixed 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.
-
White papersA Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.
-
White papersEquity Market Outlook 1Q 2023: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend. Alas, we believe macroeconomic indicators offer little to cheer about in the first quarter of 2023—and perhaps through the remainder of the year.
-
White papersHigh Yield: A Compelling Risk-Reward Picture for Long-term Investors
Markets will likely remain on edge in anticipation of a central bank policy pivot, but high yield continues to present compelling total return opportunities for investors willing to ride out the volatility.
-
White papersESG Engagement in Sovereign Debt: Key Questions That Must be Asked
When it comes to emerging markets sovereign debt, successful engagement often comes from asking the right questions and monitoring the right metrics.
-
White papersThe Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
-
White papersClimate Action Report
As the window to act on the climate emergency narrows, as a global investor, business and employer, we know that our response to tackling the climate crisis must go beyond what is expected of an asset manager calling itself ‘responsible’. Here, we report on our progress, innovations and commitments that lie at the heart of our climate strategy.
-
White papersThe Market Effect of Acute Biodiversity Risk: the Case of Brazilian Corporate Bonds
Biodiversity is part of the Earth’s natural capital and considered the cornerstone of a well-functioning planet. The many benefits to humans provided by natural capital are often integral to the provision of clean drinking water, waste decomposition and food productivity as well as being critical for human health ...
-
White papersGilts: Testing market appetite for UK Government debt
The Gilt market is bigger than it has ever been – and more volatile than it has been in decades, which throws up interesting and exciting opportunities.
