All Commentary articles – Page 146
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Outlook special – Potential impact of COVID-19 on global real estate markets
COVID-19 is a rapidly evolving scenario with varied impacts on real estate markets, depending on country, market and sector. The impact on property performance will depend heavily on the duration and spread of the virus, which is very uncertain. Occupier demand will be negatively affected, most significantly in retail, leisure and hotels, as movement is restricted and consumer confidence dented. Investment volumes to be lower as real estate market liquidity falls.
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Multi-Asset Allocation Views: Uncertainty and Opportunity
With a sharp deterioration in market sentiment our Allocation Views focus on the macroeconomic backdrop affecting market fundamentals
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Novel coronavirus – Status of progression
The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.
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Sharpe Thinking: managing coronavirus volatility
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent team ensuring that our strategies perform in the best interest of clients.
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Real Estate Outlook – APAC, Edition 2020
Mixed fortunes offer up diverse opportunity sets in the next five years.
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Navigating Uncharted Territory
A conversation between Dr. Sonal Desai and Dr. Michael Hasenstab on macro views and navigating volatility in the shadow of Coronavirus and other shocks, along with a global investment outlook.
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The credit-market breakup: it’s not V, it’s U
What should fixed-income investors read into the recent moves in markets and how should they respond in the near, medium and longer term? In an atmosphere of uncertainty, we consider how a bias towards higher-quality credit and a flexible approach to protecting against the downside can help investors weather any further turbulence.
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Asia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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Update on Global Non-Investment Grade Credit Markets
We unpack the short-term and long-term, transitory and permanent impacts of recent news on the high yield and loan markets.d markets.
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Real Assets House View
No one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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Corporate Hybrid Bonds Introduction
In this short video, Senior Portfolio Manager, Julian Marks offers an overview of corporate hybrid bond markets and outlines the philosophy and approach adopted across Neuberger Berman’s portfolios. He provides examples of the kinds of issuers the team typically consider and reviews current market conditions.
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COVID-19 contagion, the latest updates
The Coronavirus crisis continues to unravel, with investors worrying about the economic impact, on top of the human cost. In the week to 8 March the number of cases increased by 723 in China and more than 18,000 in the rest of the world (RoW). While still rising, the number of cases in China is flattening out.
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Investment Insights On Coronavirus And Volatility
Perspective from investment teams across Franklin Templeton.
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Prepare for the Long Haul
Why the major uncertainties twisting markets out of shape today are likely to persist for months.
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How Will the Coronavirus Impact World Economies?
The coronavirus is dominating the news and sparking panic in markets. We believe the options for policymakers are clear—but will they implement them?
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Market Perspectives - Viral uncertainties March 2020
The Covid-19 virus is turning from a regional health crisis to a global issue; uncertainties about the global economic impact have been rising sharply. After weeks of resilience, equity markets have sold off in late February, catching up with the safe-haven rally in core bonds seen earlier.
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US Equity Valuations Rebooted by Coronavirus
After recent sharp declines, US stock valuations look more attractive, especially compared with bonds. While the current volatility is unsettling, heightened uncertainty over earnings because of the coronavirus crisis could create opportunities for long-term investors who distinguish between winners and losers from the shock.
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Fed May Cut Rates Further to Counter Coronavirus Headwinds
This week’s Fed rate cut helped steady financial markets reeling from the expected impact of the coronavirus on the US economy, and we think more cuts are coming—in March and beyond. The economy should rebound in the second half of the year, though at a lower full-year pace.
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Coronavirus Emergency: Fed Cuts Rates, But Markets Expect More
In the first intra-meeting ease since the 2008 crisis, the Fed delivered a 50 basis-point rate cut. Market volatility and liquidity concerns have likely been the trigger for the emergency cut. The market reaction has been a sell-off in equities, while the 10-year Treasury yield touched new lows, as the Fed move is perceived as not being enough to offset recent deterioration in financial conditions due to the market reaction to the coronavirus outbreak. Markets still expect more.