Outlooks – Page 24
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Secular Outlook 2023 - Asset class return forecasts for the next five years
Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.
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Unrest in Russia: Stay calm, invest on
Four of Allspring’s investment leaders provide their insights on Russia’s current instability and the situation’s potential impacts on asset classes.
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A guide to investing in natural capital
Discover what natural capital is, why it is important, what its key investment characteristics are, and how institutional investors can assess its suitability for portfolios.
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2023 Mid-Year Investment Perspectives
Financial markets have been surprisingly resilient this year, despite stubborn inflation, further rate hikes and bank failures. As we move into the second half of 2023, the impact of higher interest rates and the uncertain economic backdrop are likely to remain key concerns for investors.
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2023 Midyear Outlook report
As we reach the midpoint of 2023, global markets have shifted from binary to balanced, from either/or investment choices to a much broader set of opportunities − which is good news for active investors.
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Mid-year outlook 2023: macroeconomic and financial market forecasts
Macroeconomic forecasts as of 13 June 2023
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Mid-year outlook 2023: investment convictions
Caution in equities is still required while Fed rates plateau. Market performance between when the Fed stops raising rates and the first cut could be positive or negative, depending on economic conditions.
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Mid-year outlook 2023: global themes
Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and the United States. Even though inflation is still well above central bank targets, markets expect policy rates to be near their peaks. As central banks retain credibility, most measures of inflation expectations remain anchored.
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Mid-year outlook 2023: key convictions for H2 2023
“Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass for navigating this phase.”
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Don’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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Cross 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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Never 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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Agri-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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Equities 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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How 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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2020s 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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Can 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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A 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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India 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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Decoding 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.