All Equities articles – Page 35
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White papersEquity Market Outlook: Making Sense of Mixed Signals
Against long odds, 2023 marked a year of magnificent returns and the return of investor optimism.
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VideoThe Weather Is Changing for Climate-Focused Investors
As equity investors hunt for opportunities, why should they consider climate-focused investing?
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White papersYear-end rally turning uncertain in 2024
“After the 2023 rally, it’s time to embrace a diversified approach and search for opportunities across the board, including emerging markets.”
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White papersThe Turning Tide in Technology
With all the headlines surrounding OpenAI’s recent management turmoil and nVidia’s exceptional earnings, is the market paying enough attention to the signs of recovery in the core bedrock of technology? Is this a harbinger of even better times for the tech sector?
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White papersElectric vehicles in the fast lane: Who wins this race?
Walking the showroom floor of Germany’s international auto show used to be a time to admire the latest and greatest gas-powered Mercedes-Benz, Volkswagen or even a Bentley. Not so much this year. One can sense the electric vehicle future coming.
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White papersEquity Outlook: Three Questions for Investors in 2024
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
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White papersJapan’s equities surfing on the end of deflation
”Japanese equities may further benefit from the major transformations in the country’s economy and markets.”
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White papersGlobal Investment Views - January 2024
”While the year-end rally may offer some tactical opportunities, we keep a sightly cautious view on equities as markets are priced for a Goldilocks scenario.”
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White papersAligning equity multifactor strategies with net zero objectives
Investing in ways that contribute to net zero greenhouse gas emissions by 2050 and beyond is increasingly a concern for most investors, in particular institutional investors. For this reason, we have studied various approaches to aligning our multifactor equity strategies with net zero objectives.
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VideoNavigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors? In the video above, Peter von Lehe, Neuberger Berman Head of Investment Solutions and Strategy shares his thoughts.
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PodcastCIO perspectives on what lies ahead in 2024
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment.
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White papersIndia outperforming in H2 so far
”India is a long-term story supported by structural factors, domestic demand, and stable policymaking that should offer opportunities in 2024 and beyond.”
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White papersEmerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world
“Next year, EM growth is expected to decelerate on average to 3.6% from around 4% this year. Importantly, the growth premium in favour of Emerging Markets over Developed Markets is projected to continue widening.”
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White papers2024 Investment Perspectives
As we approach the end of 2023, financial markets are at a critical junction. Major developed market central banks have hit pause on rate rises, prompting considerable uncertainty about what happens next.
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White papersElection watch: 2024 Outlook
With the UK and the US likely to go to the polls, we ask where will the political tides take us in 2024.
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White papers2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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White papersGlobal Emerging Markets Equity: Outlook 2024
The GEMs Strategy is biased towards growth and quality stocks while being selective on value, and the team believes the recent outperformance of value stocks vs. growth is unsustainable. The Outlook 2024 report outlines how the Strategy is well positioned to generate long-term value.
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VideoNeuberger Berman Private Markets: Q3 2023 Preliminary Valuation Summary & Analysis
(7:54) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersBreaking Down the Liquidity Silos
Breaking down the boundaries between liquid and illiquid assets could broaden our outlook and better align portfolios to our objectives and time horizon.
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White papersGlobal Investment Views - December 2023
“The ‘perfect’ scenario priced in by the markets seems a bit excessive. Investors should stay defensive, with a slightly positive stance on duration, a cautious view on equities, and explore long-term value in EM.”
