All Commentary articles – Page 53
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White papersFinTech equities: trends to watch in 2023
Excessive valuations in our FinTech universe are now largely gone, contributing to a positive 2023 outlook, in our view. We are increasing our exposure to upcoming FinTech companies.
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White papersRisks and benefits of low-carbon investing: a new factor?
The climate transition increasingly dominates the investment landscape as fund managers focus on sustainability themes. Low-carbon investing is an early approach that addresses climate risks in a systematic way.
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White papersThe Impact of Climate Risks on Social Inequality
Reducing social inequality and protecting the environment are two distinct objectives that can both complement and contradict each other. In this study, we examine the impact of climate risks on social inequality and demonstrate a potential trade-off between environmental and social improvements.
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White papersOur investment teams on the key themes for 2023
In our 2023 Outlook paper, we look back on last year and outline the key themes that could shape markets in the year ahead.
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VideoNeuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
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White papers2023: A Year of Transition for the Global Economy
With an extremely challenging 2022 now in the books, a look back reveals a year defined almost entirely by inflation. Financial markets, investors and policymakers alike in many major economies zeroed in on surging prices and what they meant for growth and asset prices.
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White papersFixed Income Outlook: 1Q 2023
The past year has seen a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe that peak inflation has passed, and anticipate a gradual reduction in pricing pressures over the course of the year, even as short-term rates remain elevated. Amid more subdued volatility, we favor a focus on quality and security selection to capitalize on the more generous yields now provided by fixed income markets.
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White papersAsset Allocation Committee Outlook: 1Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papersWhy sustainable fashion could be in style for responsible investors
Fashion is one of the biggest industries in the world, generating around $2.5trn in annual sales but at the same time, it is thought to be responsible for a sizeable 10% of annual global carbon emissions – more than all international flights and maritime shipping combined.
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White papersIndustry trends to watch in 2023
The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors. As we come out on the other side, I am excited about the opportunities.
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White papers2023 - a tough year ahead, but opportunities will abound
There can be little doubt that Europe, indeed most of the world, is facing challenging times. The global economic outlook has weakened due to a long list of economic, geopolitical, pandemic- and climate-related headwinds.
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White papersEmerging-Market Debt Outlook 2023: A Shifting Balance of Risks
Financial markets offered few opportunities for refuge in 2022, and emerging-market bonds were no exception. We expect the past year’s difficult conditions to gradually unwind in 2023, but risks remain, and investors will need to be selective.
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White papersGoing global: Global real estate through a Japanese lens
Japanese interest rates on hold while they rise elsewhere means that hedging costs have risen for Japanese investors. Going global in real estate continues to bring benefits in terms of reducing concentration risk and tactically benefiting from markets in different phases.
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White papersHealthcare Stocks: An Innovative Remedy for Volatile Times
Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19. Yet the sources of the sector’s appeal run deeper than the pandemic’s effects and can provide resilient return potential through uncertain market conditions in 2023.
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White papersLooking beyond headline risks: European ABS review and 2023 outlook
It has been a challenging year defined by seismic events – from spiralling inflation to rising rates, and war in Ukraine. Indeed, 2022 has seen punctuated bouts of volatility applying great pressure on risk assets – but European ABS managed to outperform many of its peers. Here, we take a look at why this is the case, and what to potentially expect for 2023.
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White papersLife after death: how to reinvigorate UK high streets
Rising shop vacancies can be damaging for town centres. Innovative, impactful real estate investment can kickstart regeneration while tackling key social issues.
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White papersTurning towards the next best period of performance for real estate?
Repricing will emphasise variation in performance of portfolios, depending on quality of assets. But it could also create the next period of best performance for new investments, since history shows it is often in the years post-recession that real estate delivers.
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White papersBiodiversity Equity Report, Q4 2022
In our inaugural edition of the Federated Hermes Biodiversity Equity report, we shine a light on farming. As we face a climate emergency, agriculture is part of the problem – but could also be part of the solution.
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White papersAlways, Sometimes, and Never
MACRO MATTERS: In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersESG in motion: a dynamic forward-looking approach to detect ESG ‘improvers’
ESG investing has seen some headwinds in 2022. The ESG indexes suffered in 2022 in part due to their low representation in areas of the market that have benefitted from higher energy costs, such as the oil and gas sectors, and high representation in growth sectors that have been challenged by rising rates.
