All White papers articles – Page 119
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White papersMaking sense of different signals: Why high-yield bonds and equities look bearish in the short-term but bullish over the long-term
The Franklin Templeton Investment Solutions team explains why high-yield bonds and equities look bearish in the short-term but bullish over the long-term. In this article, they provide their rationale behind these opposing views.
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White papers2023 ESG outlook (ClearBridge Investments): Greater scrutiny on companies and sustainable investments
We can look forward to more efficient and transparent sustainable investing in 2023. Through active investment and engagement, ESG should maintain and grow its prominence in the business landscape.
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White papersFixed income investors are still too optimistic on inflation
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
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White papersBeyond ESG: Government incentives delivering green transition
Governments are deploying a ‘carrot and stick’ approach to manufacturers around the world in an effort to reduce carbon dioxide emissions. This has resulted in renewable electricity becoming more profitable than energy from fossil fuels.
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White papers2023 global ETF outlook: Playing defence and investing tactically
What’s ahead for exchange-traded funds (ETFs) globally in 2023? Jason Xavier, our Head of EMEA ETF Capital Markets, explains where he sees areas of growth and opportunity—including smart-beta ETFs, income-oriented strategies, and select emerging markets.
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White papersOutlook 2023: Blowing hot and cold
Our Annual Outlook provides our key views and investment implications for the coming year
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White papersKey Investment Themes for 2023
2022 saw geopolitics dominate attention, with events in Ukraine unsettling and resetting markets and the global economy. Meanwhile, investors also contended with eye-watering inflation, steep rate hikes and higher volatility across the board.
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White papersQuestioning Consensus: The Future Is Now
Global warming’s physical repercussions are disrupting global commodity and financial markets. Our research confirms active assessment is needed now, and Allspring is responding.
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White papersPurposeful Refinement: Positioning for Tomorrow
In 2022, an unconventional problem, COVID-19, led to consequences traditional diversification strategies weren’t equipped to handle. We believe purposeful refinements to traditional approaches may drive future success.
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White papersThere IS an Alternative: Fixed Income Road Map - 2023
Bonds yields in many sectors rose in 2022. Finally, for investors who’d needed to seek income outside of fixed income markets, There Is an Alternative. Allspring fixed income leaders identify potential opportunities.
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White papersEquity Market Risks and Opportunities: Four Independent Views
How have risks that equity markets faced during 2022 changed the outlook for different equity categories? Leaders of four Allspring equity teams discuss their views on risks and opportunities in 2023.
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White papersEuropean interest rates: Increased dispersion presents opportunities
Global investment-grade corporates staged a strong rally in the fourth quarter of 2022, ending three quarters of negative returns.
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White papersEmerging markets debt: Valuations appear attractive despite uncertain macro backdrop
Emerging markets (EM) hard and local currency denominated sovereign bonds rose in the fourth quarter of 2022, as a softer-than-expected inflation print in the US and the potential end to China’s zero-COVID policy lured yield seeking investors.
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White papersMacro Insights: Outlook for bonds brighter even as growth concerns linger
Markets rebounded in the fourth quarter of 2022, closing a year marked by high volatility as the US Federal Reserve (Fed) reset its monetary policy path.
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White papersAsian credit outlook: a bright spot in 2023
After 2022 marked one of the worst years on record for fixed income, Asia is expected to be the world’s bright spot in 2023. We believe Asian credit reached a bottom in early November 2022 and is now on the ascendent due to China pivoting away from its zero-Covid policy and back towards a pro-growth stance, as well as the emergence of clear US disinflationary trends.
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White papersFixed income rebounds on expectations inflation has peaked
As central banks moderate the pace of hikes and downturn concerns take the shine off riskier assets, bonds have seen renewed interest from investors.
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White papersA Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.
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White papersEquity Market Outlook 1Q 2023: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend. Alas, we believe macroeconomic indicators offer little to cheer about in the first quarter of 2023—and perhaps through the remainder of the year.
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White papersHigh Yield: A Compelling Risk-Reward Picture for Long-term Investors
Markets will likely remain on edge in anticipation of a central bank policy pivot, but high yield continues to present compelling total return opportunities for investors willing to ride out the volatility.
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White papersESG Engagement in Sovereign Debt: Key Questions That Must be Asked
When it comes to emerging markets sovereign debt, successful engagement often comes from asking the right questions and monitoring the right metrics.
