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How Trump’s (potential) second innings could kickstart inflation

A second Trump presidency would see a new era of American economic protectionism, according to Allspring, sending inflation higher and global growth lower. And that’s without factoring in potential threats from China and Iran.

Staff Writer | 27th Mar 2024 | More
The hidden risk that nobody is pricing

You can only see it if you look in the right places, but carbon mispricing could have massive implications for how risky an investment really is. Meanwhile, large language models are reading between the lines of earnings transcripts.

Staff Writer | 23rd Feb 2024 | More
Falling biodiversity means rising financial risk: Allspring

Biodiversity is under rising threat around the world, with potentially disastrous economic and social consequences, while water-related risks are likely to strain insurers and government budgets.

Staff Writer | 25th Jan 2024 | More
  • The $44 trillion problem markets aren’t ready for

    Biodiversity loss could threaten more than 50 per cent of global gross domestic product, but the amounts spent on reversing it pale in comparison to investment in clean energy.

    Staff Writer | 3rd Nov 2023 | More
    A growing debt pile could signal the return of bond vigilantes

    Unrest in the Middle East, political dysfunction in Washington and the looming shadow of a global recession means markets face a new wall of worry in time for the holiday season.

    Staff Writer | 13th Oct 2023 | More
    Which sovereign bonds fit in climate-aware portfolios?

    Sovereign bonds from countries with real environmental credibility and a compelling strategy for decarbonisation make a fine addition to institutional portfolios. The trick is figuring out which bonds belong.

    Staff Writer | 12th Jul 2023 | More
  • A slow burn recovery gains momentum in emerging markets

    Good news from other emerging market countries has been overshadowed by spotty data and a sluggish recovery in China. But the recovery is gathering pace, and there’s good news on the geopolitical front too.

    Lachlan Maddock | 21st Jun 2023 | More
    Why fixed income is sustainability’s new frontier

    While equities have been the first stop for institutional investors trying to decarbonise their portfolios and back the transition to renewables, fixed income is the next lever they want to pull.

    Staff Writer | 17th May 2023 | More
  • A new investment order, but don’t throw the baby out with the bathwater

    It’s too soon to call the death of traditional portfolio construction even as an apparent new investment paradigm makes it more challenged. Investors should instead stay ‘humble students of the market’.

    Lachlan Maddock | 17th Feb 2023 | More
    The ‘hard truth’ about emerging markets (and why it’s time to look past reopening)

    The big headwind to the emerging markets is fading. But buying big stories about growth and shuffling money from one hot sector to another is no way to play them.

    Lachlan Maddock | 10th Feb 2023 | More