White papers - all assets – Page 87
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White papers
NASDAQ-100 Index Call Writing Overlays
Monetizing Low-Cost Basis Stock Positions while Preserving Long-Term Stock Alpha
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White papers
Tractor Beams: Satellite Tech and Precision Agriculture
As the global population increases and with more mouths to feed, could the answer to food insecurity lie in space?
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5 trends driving energy markets in 2023
Is there more fuel in the tank for energy stocks?
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High yield bonds vs. leveraged bank loans: Is now the time to rotate?
Over the last two years, leveraged U.S. bank loans (“loans”) have outperformed their high yield bond counterparts; however, we believe this trend may be coming to an end. The relative outperformance of loans during this period was primarily a function of duration, or more notably in 2022, the lack of duration.
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Hong Kong China Equities: Finding Value Amid the Reopening
An economic reopening, a recovery in fundamentals, and favorable policy support are creating a compelling, long-term case for Chinese equities.
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Eliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
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Latin American Equities: More Than Meets the Eye
Despite the uncertain global macro backdrop, the combination of long-term structural trends and attractive current valuations is presenting a compelling opportunity in Latin American equities.
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Understanding scope 3: How responsible investors can wrestle with the unruliest of emissions
On one level, it is easy to understand the scale of emissions from a company’s operations. If a factory is pumping out millions of plastic widgets, we can measure the greenhouse gases (GHGs) produced as it does so, and the emissions linked to the energy used to make them. However, things can get a little murkier when we look up or down the value chain, perhaps at the customers putting their shiny new widget to use in the real world.
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Responsible Investment Quarterly Q4 2022
2022 was a difficult year with multiple crises, most of which have had both short- and long-term implications for our responsible investment themes: a geopolitical conflict, hyperinflation in energy prices, the lingering effects of the pandemic, and talent turnover
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White papers
A primer on range-based volatility estimators
Welcome to the first edition of MARS, our Multi-Asset Research Series that brings quantitative investment research back to Earth. The series focuses on complex research topics in the realm of multi asset and begins by exploring volatility measures that use high-frequency data.
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Rising social risks in emerging markets should be a catalyst for action for responsible investors
Thirteen years ago, at a United Nations Climate Summit in Copenhagen, Denmark, rich countries committed to channel $100bn per year to developing countries by 2020, to help them adapt to climate change and mitigate the negative consequences of global warming. That commitment was not met.
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Climate Transition Credit at Allspring
Investors can pursue both their climate objectives and financial goals through their bond allocations. In this blog post, we outline the opportunity in climate transition credit.
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All change in China, now it’s over to the consumer…
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater China & Asia/Global Emerging Market (GEM) Equities, underlines the positive implications for equity markets in 2023.
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AI Chatbots Rewrite Code for Technology Sector’s Future
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI). As science fiction is transformed into applications with real business potential, we may be on the cusp of a new product cycle that breathes new life into the technology sector after a harsh year for investors.
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White papers
The Devil Is in the Details: Middle-Market Infrastructure Investing
The French novelist Gustave Flaubert famously said, “le bon Dieu est le dans detail,” which over the years has been loosely interpreted to mean, “the Devil is in the details.”
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Prospects for Chinese consumers: 2023 and beyond
To ensure future prosperity, China’s economy needs to evolve into one driven by consumption. The country can no longer rely on the low-cost manufacturing that drove its phenomenal growth in recent decades. The Q1 issue of Futureturns, our quarterly report on thematics and trends in equity markets, explores the outlook for China’s consumer transition. Is it still on track?
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Japanese Small Caps May Hop in the Year of the Rabbit
Despite their recent outperformance, we believe Japanese small caps have further room to run in 2023 and beyond. In this report, we highlight a few catalysts that could support earnings growth within this relatively under-researched asset class.
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Non-Investment Grade Defaults: Up From the Lows, but Contained
With defaults rising off of all-time lows, but likely remaining well below recession norms, we remain constructive on high yield and non-investment grade credit.
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Merger Arbitrage Investing: When Deals Fall Through
Why we believe a recent failed acquisition is a reminder to think twice about systematic approaches to merger arbitrage.
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A year of war in Ukraine: accelerating the energy transition and fragmentation
The West’s recent decision to send battle tanks to Ukraine to counteract a renewed Russian offensive increases the risk of a direct escalation with the West, while the likelihood of a protracted war remains somewhat higher. At the same time, most modern conflicts end in negotiations when both sides are sufficiently exhausted, and we consider the possibility of a ceasefire towards the end of 2023 and heading into 2024 is currently underappreciated.