All Commentary articles – Page 2
-
PodcastRotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
-
VideoInvestment outlook – Handling the shifting investment landscape
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market but sticky inflation?
-
People NewsNTR appoints Stephen Campion as CFO
NTR, a leading clean energy transition investor and asset manager, is pleased to announce the appointment of Stephen Campion as Chief Financial Officer (CFO). Stephen joined NTR in 2023 as Head of Finance.
-
White papersFlash commentary: Venezuela
Since August 2025, the US has deployed one of the largest forces in the Caribbean and US policy had been shifting from economic sanctions to political pressure, with Chevron’s oil license restored and military assets deployed near Venezuela as President Trump sought to manage competing priorities of energy, drug cartels, immigration, and friction with the Maduro regime.
-
White papersNeuberger Berman’s 2026 Capital Market Assumptions
After a volatile yet resilient year for markets, we look to 2026 with cautious optimism that the worst of the global trade and policy uncertainty has passed, leaving a more supportive, if still dynamic, backdrop for economic growth and risk assets.
-
White papersImplications of the US move on Venezuela
Following a targeted US military operation, Nicolás Maduro and his wife were exfiltrated from the country and transferred to New York to face long-standing narco-terrorism charges. The capture itself reportedly did not involve extensive firefights, having been carefully planned to enable the safe insertion and extraction of US Delta Force and other units.
-
White papersMore growth, less heat: January macro and asset class views
Consensus growth forecasts for the US and other advanced economies have been repeatedly revised higher since Liberation Day for both 2025 and 2026. We still think a 2% US GDP forecast for 2026 is too low.
-
White papersMacro brief: Powering AI — Energy crunch sparks investment surge
If there is one element that underpins the development of artificial intelligence and reindustrialisation of America, it might be electric power.
-
White papersThe Bull, the Bear and the Bubble
Many bull markets lead to bubbles, then bears, but the present bull is no bubble…yet.
-
White papersGlobal Investment Views - January 2026
Central banks easing into a thus-far resilient economy
-
White papersGlobal Risks Outlook 2026: Cloudy with a Chance of Boom
Heading into 2026, investors face a shifting landscape shaped by economic, policy, and geopolitical risks that cut across asset classes. Understanding these forces is essential to interpreting the environment ahead. In this Global Risks Outlook, we outline the macro forces that may influence 2026, including labor-market pressures, ongoing trade policy unpredictability, evolving AI-driven investment trends, and a complex geopolitical backdrop.
-
White papers2026 Investment Outlook
Our latest Outlook report offers actionable insights into global markets
-
White papersQ1 2026 Private Markets Outlook
In our view, the opportunity set for Private Market strategies remains deep. Within the sub-sector of Private Credit, we continue to hold a ‘Positive’ outlook.Investor appetite for private credit remains strong, thanks to its stability, yield premium, and consistent income, but deployment challenges and rising regulatory scrutiny are shaping the landscape.
-
White papersKey Investment Themes 2026: Our roadmap for the new investment landscape
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs and concerns over fiscal dominance and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
-
White papersFor Utilities, AI Poses Questions of Capacity and Affordability
The data center buildout is helping drive electricity demand, utility capex and issuance, but it is also fomenting risks tied to regulation and stranded generation capacity.
-
White papersIPOs aren’t dead, they’re just napping…
It would be a massive understatement to say that the IPO market has seen fluctuations over the past five years. Only four short years ago, US markets experienced a record-breaking 1,035 IPOs, driven largely by the near-zero interest-rate market environment.
-
White papersInsights from the Asia Pacific Real Estate Market
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
-
White papersEuropean Private Loans: A Deep, Diversified, Quality Asset Class
European private loans provide investors with an opportunity to finance market-leading companies at the core of Europe’s economy.
-
White papersAbove and below the radar: Five themes for 2026
The outlook for growth, inflation and rates remains unsettled, but compelling opportunities exist. From U.S. large caps and private credit continuing their momentum, to potential turnarounds in municipals, real estate and private equity. Discover five investment themes to watch in 2026, including less-discovered areas like alternative credit markets and second-derivative AI plays.
-
White papersCould Growth and Markets Fly?
Irrespective of whether the Federal Reserve cuts rates this week, we expect rates to fall, stimulating a reacceleration in the economy and supporting the prospects for risk assets.
