All Strategies articles – Page 30
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White papersSome Credit for Active Management
Tempted by high yield? Here’s why we think investors may want to consider resisting the temptation to invest passively.
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White papersAligning equity multifactor strategies with net zero objectives
Investing in ways that contribute to net zero greenhouse gas emissions by 2050 and beyond is increasingly a concern for most investors, in particular institutional investors. For this reason, we have studied various approaches to aligning our multifactor equity strategies with net zero objectives.
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PodcastBehind the Scenes of Solving for 2024
As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come.
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White papers2024 Investment Outlook and Asset Allocation
US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.
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White papersThe future’s bright, the future’s digital
Today’s world is shaped by powerful structural shifts –from shifting demographics to the transition to a low-carbon economy. These mega forces create themes that investors can ill afford to ignore. A case in point is our digital future. The progress of digital technology is astounding – with generative AI just the most eye-catching recent example. But many of these technologies are still in their infancy – and new technologies are emerging all the time.
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White papersPM Spotlight: The Upside of Volatility
Maulik Bhansali, Portfolio Manager, co-manages Allspring’s Core Fixed Income team. Read about how he and the team focus on security selection to drive alpha—especially as volatility rises.
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White papersThe Return of Industrial Policy
As governments play a bigger role in the economy, we think businesses and investors will need to think more about inflation, location and taxation.
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White papersNavigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors?
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White papersAsset Class Returns Forecasts - Q4 2023
Recent geopolitical events and macroeconomic progresses are rising uncertainty on the global outlook and led to some adjustments on the short-term trajectory within our simulation horizon.
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White papersSolving for 2024: 10 Key Themes to Navigate the Markets
Each year, our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.
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White papersThe Limitations of Passive Investing to Achieve a Net-Zero Outcome
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
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White papersNet Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papersShorter versus longer-dated bonds: Is there a role for both in investor portfolios?
Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end of the 2008/2009 global financial crisis.
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White papersListening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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White papersAre Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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PodcastA Force to Be Reckoned With
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the ’40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape?
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White papersTighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
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White papersHoly Grail of Smartphone: Apple of my AI (Eye)?
Read more on how the smartphone industry could be revolutionized by Apple’s new product launch.
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White papersCross Asset Investment Strategy - October 2023
Topic of the Month: Limited hit from energy price rise on US consumption so far
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White papersImpact Opportunities, Annual Report 2022
Our Impact Annual Report offers an overview of relevant updates to the companies in our portfolio, and showcases our engagement with three holdings in particular as they relate to the themes of clean water and future mobility.
