All Global articles – Page 26
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White papers
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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Harrison Street Insights: Core Real Estate is out of “Alternatives”
Investors can benefit from increased diversification to alternative sectors.
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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.
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Video
Neuberger Berman Global Equity Megatrends Fund
(4:04) In this short video, Client Portfolio Manager, Nicole Vettise looks at some of the key trends driving equity markets and examines how the Neuberger Berman Global Equity Megatrends Fund could tap into these.
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Fixed income: choosing a different rhythm
Increased risk appetite and revived hopes for a soft landing present an interesting question to fixed-income investors: how keenly should they dance to the market’s tune?
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Video
Investing in mid-market infrastructure
The mid-market segment is where PATRIZIA sees the most attractive opportunities when it comes to equity investments in private infrastructure.
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Podcast
Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won
After months of rising rates, there could be good news for central banks as we start to see signs that inflation is finally cooling down.
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Macroeconomics, Geopolitics, and Strategy - July/August 2023
The United Kingdom is the only advanced country with wage growth above core inflation, risking a wage-price spiral. Inflation is broad-based and expected to remain much higher than in the rest of the G7, above 6.0% in 2023 and well above 3.0% by end-2024. Growth will be flat at best, but all risks point to the downside.
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Where will the pieces fall? Takeaways from 2023 AWIF
This year’s edition of the Amundi World Investment Forum (AWIF) was called “The global shake-up, where will the pieces fall?” and focused on the transformative time we are living in.
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Cross Asset Investment Strategy - July/August 2023
The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors. Investors should embrace a dynamic asset allocation (DAA) approach, rethink fixed income and forex investing with a global mindset, pay attention to trends such as Net Zero and the emergence of Asian giants, and be aware of fashionable trends such as AI, while keeping an eye on valuations.
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Global Investment Views - August 2023
”We remain sceptical on inflated valuations because the uptrend in risk assets is due to the laggards catching up rather than any meaningful improvement to earnings outlooks.”