All Commodities articles – Page 4
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White papersMacroeconomics, Geopolitics, and Strategy - July/August 2023
The United Kingdom is the only advanced country with wage growth above core inflation, risking a wage-price spiral. Inflation is broad-based and expected to remain much higher than in the rest of the G7, above 6.0% in 2023 and well above 3.0% by end-2024. Growth will be flat at best, but all risks point to the downside.
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VideoOpportunities Within Commodities
(4:54) In this short video, Portfolio Manager Hakan Kaya reviews the opportunities within commodities and introduces the Neuberger Berman Commodities Fund.
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White papersInvestment View: No Pain, No Gain
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations
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PodcastCommodities and Their Place in the Transition Pathway
With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors.
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White papersMid-year outlook 2023: investment convictions
Caution in equities is still required while Fed rates plateau. Market performance between when the Fed stops raising rates and the first cut could be positive or negative, depending on economic conditions.
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White papersCommodities and Responsible Investing: An Impossible Marriage?
A framework for thinking about commodities in a responsible investing context.
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White papersIndonesia – unlocking the potential
Dara White, Head of Global Emerging Market Equity, and Krishan Selva, Client Portfolio Manager, look at why the future could continue to be very bright for the country
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White papersConnecting the Disinflation Dots in Multi-Asset Strategies
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
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White papersHave we started to climb the EV adoption S-Curve?
We believe the next decade will be when battery electric vehicles shift into gear to climb their own, steep S-curve in the consumer world.
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White papersHistory Doesn’t Repeat, but It Often Rhymes
Diversification is often key to navigating down markets, but focusing on the mix of stocks and bonds may not be enough.
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White papersA rocky net zero pathway calls for a new approach to portfolios
There’s a growing global consensus on the urgent need to combat climate change. But governments’ uncoordinated reactions to energy price spikes in the past year showed that a successful and orderly transition to a greener economy is far from guaranteed.
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White papersFrom seed to supper – Solutions to mitigate food waste
At every stage of its journey from farm or fishery to family dinner, a large slice of the food produced for human consumption is thrown away. The quantity and impact of food loss and waste has increased as populations grow, climate change drives supply chain disruptions and more resource-intensive foods are consumed.
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White papersCommodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
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White papersInvesting in water - A raft of solutions
The opportunities are not only a consequence of climate change effects – severe flooding or drought – but also of decades of under-investment in clean and wastewater infrastructure. Water is pervasive: every economic activity consumes water, and we believe nearly every company needs to improve how it manages that consumption.
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White papersFactoring Next-Gen Inflation Resilience into Multi-Asset Strategies
In a changing world, multi-asset strategies need to evolve, especially when building inflation resilience, because tomorrow’s price pressures will likely look very different from today’s. Not only must inflation defenses be diversified, they should also be innovative.
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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 papersRising social risks in emerging markets should be a catalyst for action for responsible investors
Thirteen years ago, at a United Nations Climate Summit in Copenhagen, Denmark, rich countries committed to channel $100bn per year to developing countries by 2020, to help them adapt to climate change and mitigate the negative consequences of global warming. That commitment was not met.
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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 papersItaly: where prudence meets potential
Italy’s large dependence on Russian gas and other commodity imports left it vulnerable to the war in Ukraine.
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White papersGlobal Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.
