Outlooks – Page 18
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White papersDon’t Give Up on China
The post-COVID reopening has disappointed, but has that disappointment and the prospect of new policy stimulus created a relative value opportunity?
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White papersCross Asset Investment Strategy – special edition: mid-year outlook 2023
“A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.”
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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 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 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 papersCan We Refocus on Fundamentals Now?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersA hawkish hold as the best outcome for asset prices
The Fed decided to leave the federal funds target rate unchanged, a hawkish hold that provides the flexibility to hike again if needed—or adopt a more dovish outlook should growth and inflation data warrant that approach.
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White papersIndia Outlook: Turning point for Indian equity markets
After a weak start, Indian equity markets have just turned positive year-to-date and remain firmly on investors’ screens.
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White papersDecoding success in Fixed Income: The power of security selection
Franklin Templeton Fixed Income believes there will be no Fed rate cuts this year but global central banks must continue to be vigilant, and expects a short, shallow recession in the United States and the euro area. Fixed Income Views presents the team’s third-quarter 2023 outlook.
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White papers“Investing at a Crossroads” Revisited
Nine months ago, we set out a playbook for the transition to the new investing environment—here’s why it still applies as the rates cycle peaks and inflation eases.
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White papersWhat to Expect When Expecting A Recession: A CIO’s Guide to Interpreting the Probability of Recession (PGIM IAS, June 2023)
Recessions are a regularity of the economic landscape. While each recession has its own unique set of characteristics, recessions share common attributes with implications for portfolio construction and asset allocation decisions.
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White papersWill Artificial Intelligence Become the “Terminator”?
Read more on the risks and opportunities of Artificial Intelligence
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White papersStock market outlook: Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness.
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White papersConflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.
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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.
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White papersHow High Is Too High | Are Infrastructure Valuations Grounded in Reality?
Headline valuations associated with infrastructure transactions have, for years, been subject to mockery, skepticism or a more subtle roll of the eyes, with airports, data centers and towers considered usual suspects. Although the nascent asset class has more or less gone mainstream, higher rates and macroeconomic uncertainty haven’t allayed such oft-cited concerns. So, what do we make of infrastructure valuations in today’s environment?
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White papersUEFA Champions League (UCL) Alphas
Our Systematic Edge team, which has used its quantitative approach to make Super Bowl Champion predictions for over 20 years, has now taken on soccer, too, to predict who will win home club soccer’s most coveted trophy.
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White papersUnderstanding Web3—a primer on the emerging digital asset ecosystem
This primer will provide an overview of Web3 and emerging digital assets, and related terms and technology. Its aim is to equip the reader with the foundational understanding necessary to appreciate the potential impact on the future of the financial industry, and also on economies and society more widely.
