All Commentary articles – Page 15
-
White papersThe economy and markets
The risks of a U.S. and global recession have receded considerably after appearing elevated last year. Despite expectations for a material slowdown in growth over the course of 2023, economic data broadly surprised to the upside. Instead of flatlining, the U.S. economy grew more than 3%, while China expanded by over 5%. Both results outpaced consensus expectations.
-
White papers2024 2Q outlook: Adapting to high tide
Originally written and recorded by a Jamaican trio in 1967, “The Tide Is High” made its biggest splash with the now-classic 1980 cover version that topped the charts around the world. Thematically simple, the song’s familiar chorus acknowledges challenging circumstances while expressing the narrator’s resilience (“I’m holding on”). It’s an apt soundtrack for today’s investors as they acclimate to a high-tide environment of their own.
-
White papersSchroders Capital Global Real Estate Lens March 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papersGreat Expectations: Is engagement living up to its promise?
Is ‘engagement washing’ poised to be the next term maligning asset management’s ESG movement? Institutional investors often engage with companies they invest in to improve those companies’ environmental, social and governance practices – rivalling capital allocation as a core mechanism for achieving sustainable investment outcomes. But do engagement activities really deliver impactful, positive, real-world outcomes?
-
White papersMind the (economic) gap: Infrastructure Debt 2024 Report
Nuveen’s Don Dimitrievich was recently featured in Infrastructure Investor’s 2024 Infrastructure Debt Report and shared his insights on how the Energy Infrastructure Credit team is providing flexible capital solutions and finding opportunities in the gaps in today’s high cost of capital environment.
-
White papersNo Need to Call the Bottom – Examining Fund Vintage in the US
Rising financing costs since the Fed began to institute a series of rate hikes in March 2022 have put downward pressure on commercial real estate values. Indeed, the 11.9% annual decline in property values in the NCREIF Property Index (NPI) in 2023 was slightly worse than the annual losses suffered in 1991, 1992, and 2008 and is the second-worst year of appreciation returns since the index’s inception in 1978.
-
White papersDoes corruption perception matter to investors?
It’s not lost on any investor that nearly half the world’s population is set to participate in elections this year, with a select few anticipated to significantly alter a country’s trajectory. With this in mind, we ask, do corruption perception trends matter to investors?
-
White papersDecarbonization Metrics for Real Estate Investment: Goal Setting for a Portfolio in the Context of Absolute vs. Intensity Metrics
While there is not a one-size-fits-all approach to track progress toward reducing emissions, due to the complexities of real estate portfolios, we believe intensity-based metrics offer a more flexible and reliable method for tracking decarbonization progress than absolute targets for reasons discussed in this paper.
-
White papersEngagement Plan 2024-2026: engagement priorities
With the release of the EOS Engagement Plan 2024-2026, in this video we explore four of our priority engagement themes.
-
White papersPolitics and the investor
With more than a quarter of the world’s population going to the polls this year, we consider the investment implications of elections in India, Mexico, South Africa, the UK and the US.
-
White papersNeuberger Berman Private Markets Q4 2023 Preliminary Valuation Summary and Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
-
PodcastReassessing Retirement Savings with Robin Diamonte
As we mark the annual observance of International Women’s Day this March, we highlight the contributions and milestones of women in society all month long. In honor of this celebration, we invited an esteemed female Chief Investment Officer to highlight a core investment topic some people tend to misunderstand: retirement savings.
-
White papersGreen machines: the future of transport
The transportation sector is largely powered by petroleum-based fuels, and contributes about 25% of global greenhouse gas (GHG) emissions. Clearly, there is a need to move people and freight, but leading global economies are working to decarbonise the sector through technological innovation, policy change and greater efficiency.
-
VideoDislocation: What Are the Opportunities, and Can Insurance Companies Take Advantage?
Higher rates and tighter financial conditions are leading to capital and liquidity shortages in private markets, creating opportunity for long-term investors prepared to step in as liquidity providers. We identify some of these opportunities and discuss how insurers in EMEA might capitalise on them.
-
White papersResilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
-
White papersIPM Monthly Blog – Edition March 2024: Our monthly insights into private markets
Real estate - Market conditions remain challenging, but optimism emerging
-
White papersRents, rates and the refinancing gap: The outlook for real estate debt
After a challenging 12 months for real estate debt investors, Gregor Bamert discusses what lies ahead for the market in 2024.
-
White papersIndia: The structural growth story and the long-term investment opportunity
India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India—not as the potential new China or as potentially one of the best-performing equity markets of 2024—but for its own long-term structural growth prospects. We also explain why an active approach is needed to get the best out of India, to capture quality, navigate the challenges, and manage macro variables like inflation, interest rates and global economic growth.
-
White papersAs tech shapes the future of flight, here’s how investors can get on board
The airline industry is taking flight once again. Between 2004 and 2019, flights increased steadily, rising from 23.8 million to 38.9 million annual global flights. Although flights dropped to 16.9 million during the pandemic, these levels could double by the end of 2023.
-
White papersAsian IT: the global AI enabler
The information-technology sector in Asia is entering a very exciting stage. Profound disruptive change powered by generative artificial intelligence could reshape the world in the next 10 years, and Asian IT is the enabler. Technology hardware is our main pick among sectors in 2024 and the topic of the second in our four-part series on Asian equities.
