All Equities articles – Page 2
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White papersMeasuring what matters: Impact reporting in listed equities
BNP Paribas Asset Management’s Environmental Strategies Group has published the inaugural impact report for its Clean Energy Solutions strategy. In a world of imperfect data, we describe the reasons for our pragmatic approach to measuring the strategy’s positive environmental impact.
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White papersU.S. & Israel vs. Iran: A sharpening geopolitical fault line
Escalating tensions between the U.S., Israel, and Iran are intensifying geopolitical risks in the Middle East, raising concerns over regional stability and potential disruptions to global energy markets.
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White papersEquities: Navigate the AI and Tariff Disruption—Don’t Fight It
There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean into these forces and invest selectively than to be paralyzed by them.
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White papers2025 Proxy Season in Review
We continued our commitment to transparent engagement in an effort to enhance shareholder value and manage risk for our clients.
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White papersUS earnings stay strong
The US earnings season reinforces our view of a broadening rally into real‑economy, signalling an ongoing — albeit non-linear — rotation towards these sectors.
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White papersKeeping it “Real”—The Case for Natural Resource Equities
Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.
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White papersMulti-Asset Views – It’s a wild world (but a wide world)
Mildly reducing our equity overweight – With geopolitical tensions between the US and Iran pushing oil prices higher and weighing on investor sentiment, we have modestly reduced our equity exposure, especially in the US.
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VideoGlobal REITs Outlook for 2026
In our video update for the final quarter of the 2025 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights
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PodcastGeorge Walker Interviewed on Barron’s Podcast
Watch and listen as CEO and Chairman George Walker discusses Neuberger’s history, growth, current positioning, and his views on markets with host Andy Serwer on the At Barron’s podcast.
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White papersThe power of co-investment
Roundtable with Thomas Roche-Toussaint and other industry experts on co-investments with Private Equity International
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White papersThe Great Risk Reversal: Why Emerging Markets in 2026
Emerging markets (EM) have undergone a structural shift, with stronger external balances, rising credit quality, and broadening earnings growth reshaping their risk profile and investment appeal in 2026.
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White papersThe dark side of AI: prompt injection attacks
Imagine a world where machines don’t just execute instructions but also learn, adapt and create. Artificial Intelligence (AI) agents make this a reality, powering everyday tools such as smartphone assistants, travel recommendations and navigation applications. As AI agents weave deeper into our lives, they open the door to exciting possibilities: from smarter healthcare to more efficient cities.
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White papers2026: A year of normalisation for European listed real estate
After several years of unusual economic conditions, shifting monetary policy and heightened geopolitical uncertainty, 2026 is shaping up to be the long-awaited year of normalisation for European listed real estate. The sector enters the new year with improved fundamentals, stronger investor sentiment and clearer macroeconomic visibility, setting the stage for a more balanced and sustainable growth cycle.
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Asset Manager NewsMetLife Investment Management and PineBridge Investments
MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deep insights and specialized capabilities— forming a top-tier global investment platform.
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White papersOur convictions remain unchanged despite the return of tariff uncertainty
Since the start of the year, some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated. We are witnessing a regime shift characterised by heightened policy uncertainty and a distinct break in the international order — key themes highlighted at the Davos World Economic Forum and confirmed at the Munich Security Conference.
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White papersThe good news and the bad news
Lowering return expectations even while ’macro’ looks solid.
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White papersEquity Opportunities Through Sector Rotation. Where to Find Them
Since November 2025, global equities have rotated decisively from long‑favoured growth into value sectors, with materials and energy leading amidst a sharp technology sell-off. Underpinned by expectations for a cyclical growth upswing plus Fed easing, structural themes like onshoring, higher defence and infrastructure spending has further pushed investors to reallocate toward “real-world”, asset-heavy and value, business.
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White papersEurope Aiming for Strategic Autonomy
“Europe’s strategic autonomy is about securing long-term economic resilience, diversifying the region’s external dependencies and enhancing competitiveness. This will open-up long-term investment opportunities across sectors.”
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White papersAs developed markets stumble over AI, emerging markets stand firm
Fears over artificial intelligence are unsettling developed market financial assets. Felipe Berliner explains why demographics and abundant natural resources should place emerging markets on firmer ground.
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White papersReal Estate: The Brightening Case for GP-Focused Solutions in 2026
We see increasing evidence that the real estate sector may continue to gain strength and create potentially attractive opportunities across public and private markets in 2026.
