All Commentary articles – Page 20
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White papersItaly’s Bank Tax: It’s Hard to Please Everyone All of the Time
The Italian government’s unexpected announcement raises doubts in investors’ minds about their market friendliness and about Italian banks’ vulnerability to future political meddling.
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White papersA new dawn for voluntary carbon markets?
The Integrity Council for the Voluntary Carbon Market (ICVCM) recently introduced its long-awaited Assessment Framework aimed at enhancing transparency and credibility in the voluntary carbon market. These guidelines have the potential to boost confidence and participation, while driving price differentiation for high-quality credits in a market projected to grow to about USD 250 bn within the next decade.
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White papersWhat’s happened to the cycle?
Conventional market wisdom dictates that a slowdown normally becomes a recession, and that investors should sell equities ahead of a downturn. Additionally, higher rates should eventually lead to lower inflation, at which point investors typically favour bonds. These phenomena tend to overlap more as the threat of a recession grows.
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White papersBeijing faces limited options to tackle economic woes
Many investors hoped that China’s re-opening following the end of zero-Covid would fuel a global rebound. But the country’s economy was in poor health before the pandemic.
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White papersVideo killed the radio star: why private equity investors need to rethink the re-up
With seismic shifts occurring in the investment environment, we believe LPs need to assess how their private equity portfolios are positioned, and may need to consider options they’ve previously overlooked.
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White papersLate-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
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PodcastReal Estate in a Time of Uncertainty
With this year’s bank failures and the continued rise of interest rates, questions loom about where our economy is headed and how best we can prepare ourselves for what is next.
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VideoNeuberger Berman Private Markets: Q2 2023 Preliminary Valuation Summary & Analysis
(8:10) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersIs it time to be optimistic?
One of the key features of the summer rally has been the surprising resilience of the US economy. An easy way to assess this improvement involves looking at ‘surprise indices’ that measure the cumulative difference between published economic numbers and economists’ expectations.
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White papersFear and loathing in China?
As China’s economic woes mount, we outline the Federated Hermes Asia ex-Japan Fund’s positioning and outlook for the country.
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White papersA deadly harvest?
While synthetic pesticides are designed to kill certain species, they can also have unintended consequences for the environment and human health. By Sonya Likhtman and Zoe de Spoelberch.
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White papersNo Recession yet, but Risks Are Rising. Are You Prepared?
In this paper, Jamie Newton, CFA, and Head of Global Fixed Income Research, discusses why we have not yet seen a recession, why one is likely coming, and how investors can best prepare for it in the months ahead.
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White papersAnnual Report 2023: Unlock potential, Create tomorrow
The 2023 report is a consolidated summary of Dexus’s performance for the financial year ended 30 June 2023.
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White papersNavigating Generative AI? Consider a Framework
AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course.
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White papersShould investors fret over talk of China heading for a ‘balance sheet recession’?
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?
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White papersThe race to secure a green future – Legislation, challenges, competition
Policymakers across the world are taking action to address climate change by committing billions of dollars to support efforts towards a green future. But the lack of an organised approach could set off fierce competition for people, power and resources, hampering the realisation of global green objectives.
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PodcastThe Changing Sentiment Around Wealth
In the last decade, we’ve seen many shifts. One in particular that predates the market volatility of today is something known as the Great Wealth Transfer.
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VideoIntroduction to the Neuberger Berman Climate Innovation Fund
(3:09) In this short video, Portfolio Managers Evelyn Chow and Charlie Lim introduce the recently launched Neuberger Berman Climate Transition Fund. They also highlight the scale of the opportunity around the decarbonisation megatrend and some potential ways of investing in it.
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White papersU.S. Economic Monthly: Consumers Keep At It
MIM now expects a recession to begin in 2024.
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PodcastMake the Most of Your Offseason
The summer can be a slower time for financial advisors and their business. Dr. Rick Jensen, world-renowned performance coach, sports psychologist, and author, and Scott Engroff, sales manager and senior vice president for Intermediary Sales at Allspring Global Investments, discuss how advisors can use that downtime in the offseason to take their game to the next level.
