All Active articles – Page 9
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White papersFixed-Income Outlook: Getting a Grip in Slippery Markets
Market twists and turns challenged fixed-income investors in the first quarter, as markets responded to swings in economic and inflation data and central banks struggled to control the wheel. Then, in March, the collapse of two large commercial banks triggered a significant repricing of risk and sent markets into a skid. Below are our key takeaways, as well as strategies for gaining traction in uncertain conditions.
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White papersEmerging markets debt: Clouds of political uncertainty set to lift
After a positive start to 2023, emerging market debt investors should keep an eye on four key elections this year, which may create further opportunities in the asset class.
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White papersSystematic Fixed-Income Investing Comes of Age
Bond investors have been challenged by heightened volatility and big drawdowns in the aftermath of the pandemic. In response, investors are increasingly seeking systematic strategies, which can generate active returns while mitigating risk and charging competitive fees. In this paper, we explore the principles, processes and benefits of a systematic fixed-income strategy, an investment approach whose time has come.
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White papersFintech equities: are investors neglecting cybersecurity risk?
Cyberattacks can disrupt corporate operations, compromise customers, damage credibility and draw regulatory fines – weakening the bottom line and therefore fundamentals. In this white paper, we ask: are equity investors accurately pricing-in the impact of hacks on stock prices?
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White papersEquity Diversification in Europe’s DC Market
We explain why global small-cap equities provide strong potential to enhance equity diversification and excess return in European DC markets, especially for active managers.
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White papersHome away from home
Fragilities within the global trading system have accelerated the shift towards nearshoring, with developing countries such as Mexico standing to benefit from this change.
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BlogThe Breadth of Benefits in Global High Yield
The fifth post in a series on European high yield explores the benefits of a global high yield strategy.
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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 papersNearshoring opportunities brighten Mexico’s outlook
As companies look to relocate business operations closer to home, Mexico’s close proximity to the US suggest the central American country will benefit significantly from this shift.
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VideoOutlook for China: When one door opens…
In our latest video insight, Silvia Dall’Angelo, Senior Economist, identifies the biggest opportunities and challenges faced by China’s economy on the road to reopening.
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White papersNew data hints rate hiking is far from over
Plans for the European Central Bank (ECB) to continue to hike interest rates gain momentum following better-than-expected economic data releases.
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White papersCIO views: a new era of finding alpha
Uncertainty from higher interest rates, mixed data and geopolitical risk is fuelling more volatility. How is active management even more relevant in the current context? Are the former winners gone? Is this a new era of finding alpha?
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White papersAsia ex-Japan: helping clients outperform over the long-term
A contrarian approach involves betting on assets that are not doing well for reasons we consider to be temporary, so that when they recover, we can obtain optimal results.
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White papersReimagining Growth: A Market Beyond Mega-Caps
US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Now, the changing contours of the market mean investors can capture a broader array of recovery candidates while incurring less benchmark risk.
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White papersThe soaraway rebound of global tourism
Global air traffic forecast to reach pre-Covid levels this year, boosted by the reopening of China.
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White papersThe 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
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White papersDirection of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
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White papersClimate 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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White papersMerger 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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White papersActivating Equity Portfolios for Higher Rates and Inflation
Passive equity investing has retained its dominance and outflows from active portfolios have continued amid the market and macro shocks of the past year. But in a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
