All Global articles – Page 15
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Schroders Capital Global Real Estate Lens August 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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What if Everything’s Going to Be OK?
Falling inflation, recovering growth, relaxed central bankers—how one of the most widely forecast recessions in history failed to happen.
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A Chip Heatwave Sweeps Across the Land of Fire
Read more on how the demand for high-performance and next-generation semiconductors is expected to rise as a result of secular trends like artificial intelligence and the energy transition.
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Credit Squeeze: from Distress and Dislocations to Steep Discounts
As credit conditions tighten, opportunities are emerging for smart investors. With banks cutting back on lending, pricing dislocations are appearing in financial markets. This looks like a repeat of previous economic cycles, when investors with patient capital have benefited from uncertainty.
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Food for Thought: Investment Opportunities Across a Changing Food System
From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose. But with the global food system representing just 10% of global GDP, why should institutional investors care?
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The what, why and how of the global fixed income and municipal markets
The evolving fixed income market environment: Key 2023 themes
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Why forever chemicals aren’t going away
The accumulation of harmful chemicals in the environment over time poses serious risks to wildlife, the food chain, and human health. Joanne Beatty explains the nature of forever chemicals and how we engage with companies on this topic.
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Getting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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Sustainability watch: record temperatures, emission targets, and offshore wind
Our selection of sustainability news from July covers the prevalence of record-breaking heat events, calls for global net-zero targets, and a global initiative designed to grow the global market for carbon offsets.
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Finding equity opportunities in the deforestation fight
Ending forest loss is a target climbing the policy agenda. As governments adopt regulations for deforestation-free products, companies face growing pressure to disclose supply-chain data, including the volumes and origin of commodities. We use case studies, sourced from the latest annual sustainability report for our Circular Economy equity strategy, to highlight both the challenges and opportunities this presents.
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ISA Portfolio View 2023
The art and science of portfolio construction matters most when market conditions change suddenly. This has never been truer than in the past few years, which saw major pivots in capital markets as policymakers shifted from trying to stimulate the economy at the start of the pandemic, to applying the breaks to prevent inflation running out of control.
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Asset Class Return Forecasts - Q3 2023
Optimism was definitely behind the respectable performance registered by risky assets in the last quarter. However, the economic backdrop does not look overly positive. On the price levels side, US headline inflation is receding, although the core measure - more important for monetary policy decisions - is proving to be stickier. The latest European and UK inflation numbers signal that price growth is cooling.
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Global Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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Emerging market resilience paves the way for new opportunities
Resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year. The effects of monetary tightening are seeping through to the real economy, contributing to lacklustre growth, particularly in developed economies.
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Record Heat, Climate Policies Energize Low-Carbon Investing
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
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Macro Perspectives: A changing inflation and growth climate
Our economists discuss what’s in store for investors in the second half of 2023 in our latest Macro Perspectives. Although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, we believe there are opportunities ahead.
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Harrison Street Insights: Core Real Estate is out of “Alternatives”
Investors can benefit from increased diversification to alternative sectors.
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Growth Investing is Not a Race
How to achieve long-horizon equity growth with lower volatility
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Video
Introduction to the Neuberger Berman Tactical Macro Fund
(6:46) In this short video, Lead Portfolio Manager, Bob Surgent introduces the Neuberger Berman Tactical Macro Fund, highlighting some of the key characteristics he prioritizes for macro investing strategies.
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Ten for 2023—Midyear Update
Last November, the heads of our four investment platforms identified the key themes they expected to be prominent in the markets during 2023. With the year now half over, we revisited these concepts to see how they’ve played out so far. We give ourselves an interim grade for each one and assess our outlook for the second half of 2023.