All Equities articles – Page 8
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Video
Navigating 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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Podcast
CIO 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 papers
What does 2024 hold for markets?
It is time to look ahead to 2024. This year has been marked by expectations of recession in the developed world and of China re-opening to positive effect. Both have proved to be the wrong horses to bet on. In this weekly edition of Simply put, we analyse the likely shape of next year and evaluate which asset classes stand to benefit.
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White papers
India 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 papers
Emerging 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 papers
2024 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 papers
Election 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 papers
2024 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 papers
What has driven the stock-market rally – and can it continue?
Equity markets delivered positive returns for four consecutive weeks in November. The S&P 500 index rose about 9% last month, marking its strongest monthly performance since July 2022. There was no obvious reason for this rally, unless a slight miss of 0.1% in the October US Consumer Prices Index (CPI) report counts. But if not, what prompted this surge? In this weekly edition of Simply put, we investigate the forces behind the rally and what this means for its staying power.
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White papers
Global 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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White papers
The Middle Seat: A Compelling Time for Middle-Market Buyouts
In most contexts, the middle seat is perhaps one of the most loathed places to be. However, if you are facing an investable landscape filled with growing uncertainty – and are (finally) convinced that trying to time the market is a bad idea – then a heightened focus on the middle-market buyout segment may be warranted. That is more than a ‘hunch’ or ‘gut-feeling,’ rather that statement is based on real private market data.
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Video
Neuberger 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 papers
Breaking 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 papers
New dawn for Japanese equities
Japanese equities are on the cusp of a new era, with two key developments forcing companies to rethink how they do business – for the better.
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White papers
Global 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 papers
The 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 papers
The 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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Webinar
The 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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Podcast
Outerblue 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 papers
Navigating 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?