All Equities articles – Page 39
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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.”
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White papersThe AI evolution: Where are we heading?
Artificial Intelligence (AI) has dominated headlines this year and sparked a rally in technology stocks. Jeffrey Lin and Thomas Lee, Fund Managers, Global Artificial Intelligence (Thematic Technology), believe that generative AI represents a significant technological advancement, with potential benefits extending across a broad range of industries. So how is this disruptive technology translating into exciting new investment opportunities?
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White papersThe tiger that lost its roar: the mystery of South Korea’s underperforming equities
Two countries in the MSCI Asia ex-Japan Index – China and South Korea – have performed noticeably poorly over the last decade and a half. One can explain China’s struggles, amid tensions with the West. But what is going on with South Korea?
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WebinarThe Meeting Room: Global Emerging Markets Fund
Join the Global Emerging Markets team for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on the Global Emerging Markets Equity Fund.
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PodcastOuterblue Talks Research – What awaits emerging markets in 2024?
This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen.
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White papersNavigating 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?
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White papersIs Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
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White papersTech stocks take a tumble
Tech stocks slipped this week on the back of companies reporting weaker-than-expected earnings, dragging the Nasdaq 100 Index into correction territory.
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White papersDiversity of thought: Women in private equity roundtable with Nicola Goll
Private Equity International’s inaugural women in private equity roundtable in October started with a discussion on how private equity is becoming more gender diverse - slowly. The number of women in senior investment roles at UK firms, and in their European offices, has edged up to 11 percent from 10 percent in 2021, according to the latest diversity and inclusion survey carried out by Level 20 and the BVCA.
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White papersThe Case for Co-investments
Scarcity of co-investment capital could be creating a window of opportunity.
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White papersSustainable Global Equity, Annual Report 2022-23
This year’s annual report focuses on the UN SDGs and explores how two different trends are supporting progress on a number of objectives.
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White papersRisks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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White papersEmerging markets: Positive signs even as China slows
The post COVID-19 era has seen a reset in financial markets on many levels – interest rates, geopolitics and growth paradigms. It’s also led to a redrawing of the landscape for emerging markets (EM).
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White papersPrivate Markets Update
Private equity performance has thus far held up well in 2023 as the market landscape shifted and key trends emerged across the phases of the private equity cycle: fundraising, deal activity, debt financing and exit opportunities.
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White papersBiodiversity Equity, Annual report 2022-3
Our annual report looks at the battle against deforestation. Despite the scale of destruction to key global forestry regions, there is a developing consensus that collective action from multiple stakeholders can halt, or even reverse, the ecological damage.
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White papersOpportunity in the Private Equity Liquidity Squeeze
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers
