All United States articles – Page 43
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White papersFed in a Pickle: Fight Inflation OR Fuel a Banking Crisis?
Following SVB’s collapse and related events, the Fed is stuck between a rock and a hard place: Inflation is too high, but cracks are starting in the financial system. How did we get here? What are the Fed’s options?
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White papersEuropean banking sector set to withstand Credit Suisse fragility
”The Credit Suisse turmoil appears to be driven by a crisis of confidence, with markets putting banks under scrutiny following the SVB failure.”
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White papersFurther concerns, or contagion? The latest on global market volatility
Over the past week, investors have had to digest U.S. banking failures and the threatened collapse of a major European bank. This stress has finally underscored the tensions between global central banks’ efforts to tame inflation and growing concerns that further policy tightening will spark a crisis. As we all follow the latest developments, it’s important to consider each of them in context.
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White papersOne Bad Apple? Or More to Come?
Several of Allspring’s equity portfolio managers voice their views on the state of the U.S. banking industry in the aftermath of Silicon Valley Bank’s collapse.
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White papersRamping up the US-China chip rivalry: Who will suffer the most?
In another turn of the screw in its ban on tech and chip exports to China, the US is proposing to block direct company investment in advanced tech areas such as artificial intelligence, 5G wireless and quantum computing. How much China suffers will depend on whether the country has enough knowledge to sustain its own development of advanced tech. There is evidence that it has.
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White papersNo systemic risk from SVB failure, but watch out for areas of vulnerability
Silicon Valley Bank (SVB), a commercial bank that specialises in serving start-ups in Silicon Valley, has been shut down by regulators.
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White papersUpdate: Silicon Valley Bank
In the wake of Silicon Valley Bank’s failure, several leaders within Allspring’s risk management, fixed income, and equity teams share their perspectives and how their teams have been handling the recent events.
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White papersCrisis Management: Investment Analytics Update
The Investment Analytics team provides ongoing analytics and investment risk oversight for client portfolios. This note discusses the team’s rapid response to the failures of Silicon Valley Bank and Signature Bank.
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White papersJittery markets fear return of bigger rate rises
Markets have begun to price in a 50bps rate rise by the Fed in March but are awaiting key economic data which will reveal if the US economy has started to slow.
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White papersESG: Making Sense of the Mudslinging
What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.
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White papersWhat’s in Store for US Insurers in 2023?
Insurers’ risk controls and investment skills faced stiff tests in 2022, as both inflation and interest rates skyrocketed and nearly every asset class endured a sharp selloff. With traditional diversification approaches failing, investors had nowhere to hide.
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White papersIs 2023 the year of value-add?
These are, it has to be said, dramatic times. No sooner than most of the world was starting to emerge from the long shadow of the COVID-19 pandemic, it was confronted with another crisis.
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White papersMacroeconomics, Geopolitics, and Strategy - March 2023
Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising. This has led to market optimism with regard to asset prices.
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White papersCommodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
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White papersIPM – Edition March 2023
2023 started with optimism for private markets. The eurozone allayed fears and grew slightly in 4Q22, while the US economy maintained a good pace of expansion. Warm weather curbed energy use in Europe and natural gas tanks remained close to full.
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White papersStagflation Haze
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
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PodcastThe Investment Podcast: European High Yield – changing perceptions
To what extent do European High Yield markets represent good value at the moment and is now an attractive entry point?
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White papersWhy the next five years belongs to US SMID
The Equities team explain why, against a backdrop where the US economy is likely to ‘muddle through’, there are exciting investment opportunities in the US SMID space.
