All Commentary articles – Page 61
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White papersPrivate debt: aligning investment needs with the means to deliver
An asset class that is now a core part of institutional portfolios, Mercer’s Private Debt offering combines expertise and opportunities to deliver amid a complex macro environment
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White papersSecular tailwinds creating infrastructure debt opportunities
Infrastructure debt remains an attractive opportunity despite a challenging economic outlook that could bring with it an increase in credit market defaults, argue David Cooper, Head of EMEA and Australian Infrastructure Debt and Jacob Otto, Director, Debt Product Specialist of IFM Investors
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White papersGlobal Investment Views - March 2023
“The dichotomy between the real economy and markets is increasing even as the earnings outlook is getting weak, leading us to be sceptical of the risk rally.”
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White papersThe soaraway rebound of global tourism
Global air traffic forecast to reach pre-Covid levels this year, boosted by the reopening of China.
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PodcastNatural Catastrophes in Today’s Climate
Natural disasters have certainly taken their toll on the environment. After Hurricane Ian decimated a large part of the American Eastern Seaboard, totalling roughly $50 billion in insured industry losses, one could ask: how is all of that getting paid for?
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White papersTractor Beams: Satellite Tech and Precision Agriculture
As the global population increases and with more mouths to feed, could the answer to food insecurity lie in space?
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White papersEliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
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White papersLatin American Equities: More Than Meets the Eye
Despite the uncertain global macro backdrop, the combination of long-term structural trends and attractive current valuations is presenting a compelling opportunity in Latin American equities.
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White papersUnderstanding scope 3: How responsible investors can wrestle with the unruliest of emissions
On one level, it is easy to understand the scale of emissions from a company’s operations. If a factory is pumping out millions of plastic widgets, we can measure the greenhouse gases (GHGs) produced as it does so, and the emissions linked to the energy used to make them. However, things can get a little murkier when we look up or down the value chain, perhaps at the customers putting their shiny new widget to use in the real world.
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White papersResponsible Investment Quarterly Q4 2022
2022 was a difficult year with multiple crises, most of which have had both short- and long-term implications for our responsible investment themes: a geopolitical conflict, hyperinflation in energy prices, the lingering effects of the pandemic, and talent turnover
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White papersAI Chatbots Rewrite Code for Technology Sector’s Future
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI). As science fiction is transformed into applications with real business potential, we may be on the cusp of a new product cycle that breathes new life into the technology sector after a harsh year for investors.
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White papersLaSalle Investment Management – insights into value investing in Europe
Our insight report into value investing in Europe highlights the importance of expertise and experience in investing in today’s real estate markets, which are characterised by an abundance of unmeasurable uncertainty over quantifiable risk.
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PodcastFunding the Future
Many of our clients are asset owners, including sovereign wealth funds and pension funds, who are seeking to invest for the long-term future of their beneficiaries. At Neuberger Berman, our ESG Advisory Council aims to provide guidance on the future of impact investing and sustainability topics, drawing on the latest knowledge from academia, the non-profit sector and institutional asset owners.
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VideoSolving for 2023 Investment Conference: Private Markets – Obstacle Course or Opportunity Set?
In this panel session filmed during our Solving Investment Conference, José Luis González Pastor and Susan Kasser update on private markets, examining risks and opportunities across private equity and credit, respectively.
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White papersA year of war in Ukraine: accelerating the energy transition and fragmentation
The West’s recent decision to send battle tanks to Ukraine to counteract a renewed Russian offensive increases the risk of a direct escalation with the West, while the likelihood of a protracted war remains somewhat higher. At the same time, most modern conflicts end in negotiations when both sides are sufficiently exhausted, and we consider the possibility of a ceasefire towards the end of 2023 and heading into 2024 is currently underappreciated.
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White papersMixed messages. Messy markets.
When macroeconomic data give mixed messages about the path ahead, markets are bound to become more challenging. That could be a good opportunity for using volatility to position for an eventual recovery.
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White papersBuild to rent investment – performance, resilience, and a great diversifier
The total value of the world’s stock markets is c. USD 95 trillion (Apollo Global Management) – a figure dwarfed by the estimated size of the world’s residential real estate value at USD 258 trillion (Savills)
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PodcastReal Estate Debt: Headwinds and Tailwinds
Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook for commercial real estate debt.
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White papersWhy Securitized & Why Now: $12.5 Trillion Market Goes on Sale
Today’s securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns.
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White papersESG Viewpoint: Banking on biodiversity
Biodiversity loss - why it is material and relevant for banks
