All Commentary articles – Page 146
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White papersMarket weekly – Chinese equities – ahead of the curve
Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020, however? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office.
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White papersMarket Commentary - Coronavirus shockwave hits oil complex
As we enter the final week of April the total number of coronavirus cases is growing at about 3% per day. This is a marked slowdown from the peak reached in late March, around 12%. Yet in absolute terms, the number of new daily cases has only been plateauing, at around 80,000 globally
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White papersFutures Shock
Amid unprecedented market dislocations and uncertainty, preparing playbooks for a range of outcomes can help us stay nimble and adaptive.
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White papersCovid-19 update: European high yield market moves
An influx of ‘fallen angels’, which are issuers downgraded to junk bond status by the credit ratings agencies, has impacted European credit markets as a result of the economic fallout from the coronavirus. The movement of these names into European high yield (HY) credit indices has somewhat compensated for ...
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White papersInvestment Lessons From Horror Movies
Recovering markets may offer a few signals about what lies ahead.
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White papersPrivate Debt Through the Crisis
Susan Kasser explores the themes that remain consistent in private debt portfolios through the crisis and those that will likely reassert themselves following the dislocation.
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White papersMarket Volatility | Closing Bell Insights
On this episode of Closing Bell Insights, Stephanie B. Luedke, Head of Private Wealth Management joins Joseph V. Amato, President and Chief Investment Officer of Equities, as he shares an update on the current equity market environment and discusses what to potentially expect from an economic “restart”.
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White papersMastering the real estate cycle
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
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White papersWhat role will real assets play in reigniting the global economy?
Allocations to real assets have been steadily growing over the last 10 years. Today, while many investors are questioning whether real asset benefits – diversification, predictable cashflows, increased yields – still apply, others argue that real assets will play a critical role in the economic recovery.
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White papersEuropean private debt: shifting dynamics
This paper examines the main sources of deal flow across Europe’s broad and dynamic private debt markets in 2019, highlighting some of the key observations or themes influencing deal activity in different parts of the market. It discusses the broad themes that we believe are key to investing in private debt and can help well-positioned lenders access and align opportunities that can deliver the specific outcomes sought by investors. The Covid-19 pandemic has created unprecedented uncertainty, but even during this time it’s important not to lose sight of the long term.
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White papersOil: Demand on Remand
Mark Lewis, Global Head of Sustainability Research and Richard Barwell, Head of Macro Research at BNP Paribas Asset Management discuss the potentially lasting impact that Covid-19 and global lockdown is having on oil demand:
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White papersYesterday’s News & Tomorrow’s Guidance
The U.S. Q1 GDP advance estimate will show the pandemic’s economic impact, with Q2 expected to be worse, Markit flash PMIs indicate global economic conditions are deteriorating, and Congress struck another deal to replenish the small business aid program.
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White papersCoronavirus – Weekly update – 22/04/2020
Over the last week, the worldwide number of COVID-19 cases has continued to climb, reaching over 2.5 million, while deaths now number almost 180 000. One striking feature of the trajectory of the virus and the evolving public health response is the divergent trends across countries and continents that have appeared in recent days:
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White papersThe Pandemic’s Effect on the Retail Sector
Sam Porat discusses the impact the current COVID-19 pandemic has had on the retail sector and how it has compared to previous downturns.
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White papersPerspective on Private Credit
Listen to David Lyon as he discusses the current dislocation in the credit markets and the types of investment opportunities that may emerge as a result.
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White papersMarket weekly – Time to add risk in multi-asset portfolios?
Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment.
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White papersReal Estate Investing Through the Crisis
Matthew Kaplan reviews the impact to different sectors of the real estate market resulting from COVID-19, where opportunities may arise as the market finds its footing.
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White papersInvesting in a post-crisis world
The ongoing crisis has thrown investors’ plans into turmoil. Long-term portfolio return expectations have changed and investors may need to think beyond traditional asset classes to generate the income they need. Hear from Nuveen’s Global Investment Committee on where they are finding opportunities and how best to position portfolios during, and after, the crisis.
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White papersCovid-19 real estate update
Economic disruption is feeding through to real estate markets, prompting subdued investment market conditions The impact of the crisis is currently most evident in occupier markets, with the retail, leisure and hospitality sectors facing the greatest short-term liquidity pressure We believe Asia is best ...
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White papersPodcast: Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.
