All Commentary articles – Page 73
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PodcastBuilding on Infrastructure Investing
In this episode of Disruptive Forces, Head of Infrastructure Investing, J. Michael McCarthy, joins Anu Rajakumar to share more about how private infrastructure investing came to be, and to demystify the misconceptions of this asset class that actually can provide an intriguing opportunity set to investors today.
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White papersA dovish pivot from the ECB: Euro bonds back in focus
The ECB has reiterated its strong commitment to fighting inflation, which it says remains ‘far too high’ and will stay above target for an extended period.
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White papersFour reasons why social investing will be a driver of long-term sustainability
When it comes to environmental, social and governance (ESG) investing, the spotlight has historically shone brightest on the ‘E’ – especially in recent years as attention has intensified on the climate emergency.
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White papersHow companies can rethink how they address social issues
The environment has been at the forefront of ESG for years due to the nature of the challenges faced by the planet – the governance pillar, meanwhile, has endured and toughened as those challenges emphasise the need for robust executive oversight. Social has lagged behind. The pillar has proven difficult to define and the reporting process continues to be obscure for issuers.
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White papersIs social the most important part of ESG investing?
Economics is a social science. It is the study of how people collectively manage scarce resources to generate goods and services that satisfy basic and other needs – and businesses are key building blocks of the economic and social ecosystem.
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White papersThe unequal impact of inflation: How governments are responding
Inflation has risen to multi-decade highs in most international economies, both developing and emerging. Most recently it has been driven by Russia’s invasion of Ukraine, which has significantly impacted food and energy prices. However, beyond the headline measures of inflation, the effect of rising food and energy prices typically has a greater impact on lower-income countries, households and individuals.
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White papersGlobal Investment Views - November 2022
Central banks (CBs) are trying to work out how far they should go in terms of their aggressive tightening talk. We see four main factors to consider when assessing whether we will see pivots from CBs: (1) The still strong job market does not support a shift in stance from the Fed.
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White papersNot in Kansas Anymore
Investors navigating daily market volatility must come to terms with rising risks that we are entering a very different world.
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White papersEM Equities: Is the Bear Market Closer to the End?
A number of the headwinds facing EMs are already reflected in company valuations—and some are even beginning to fade, suggesting that EM equities may be close to a turning point.
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White papersCOVID Restrictions in China Likely to Last Well Into 2023
There are three appropriate off-ramps policymakers could take to move away from the policy without creating further disruption, but even then progress toward a full end to restrictions will likely be protracted and won’t come until later in 2023.
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White papersHow the Robot Revolution Will Supercharge Productivity (Part I)
What will happen to human roles and employment in this automated future? Which countries or industries will benefit the most?
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White papersRecession and the roadmap for listed and private real estate
We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.
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White papersIs This ‘Nightmare on Wall Street’ Coming to an End?
Do corporate earnings disappointments signal a weaker economy and easing inflation pressures, which could end this scary market—or are there more twists to come?
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White papersInflation, valuations and ESG reporting challenges
In June, Tell Media Group, in cooperation with Nuveen and Principal Global Investors, organised a roundtable discussion on real estate investing in Helsinki. Tell Media Group founder Niklas Tell and FBNW editor Janina Sibelius moderated the discussion
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White papersHigher Prices Haven’t Spooked U.S. Consumers Yet
Solid U.S. retail sales and better-than-feared Q3 earnings suggest slowing but still-resilient consumer spending, which should support core inflation and keep the Fed on a hawkish path. Notable U.K. leadership changes gave markets a reprieve, though policy direction is uncertain.
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White papersIf Tom Hanks in “Cast Away” had the new iPhone
As demand for connectivity rises across the globe, we believe an increasing range of options for satellite communication will emerge.
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White papersAsset Allocation Committee Outlook: 4Q 2022
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 papersThinking Strategically About Commodities
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
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White papersReal Estate Outlook – APAC, Edition September 2022
“APAC economic growth outpaced other regions in 2Q22. Inflation is rising but still modest and central banks’ reaction is not as aggressive as their western peers. Cap rates stayed firm but could rise in the next 1-2 quarters. We still see bright spots in the region that offer good investment opportunities.”
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White papersWhat comes NEXT NOW?
“May you live in interesting times” is said to be an old Chinese curse delivered in the disguise of a blessing. The expression probably owes more to the English sense of irony than Confucian logic, but whatever its origins, it is particularly apt today. Unfortunately, we are living in times that are all too interesting.
