All Global articles – Page 3
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White papersEquity Quarterly: Not so different
The Middle East conflict continues to dominate the equity outlook, so far markets have shown surprising resilience. Macroeconomic data has been re-assessed, but earnings revisions have been positive year-to-date for most major indices. The wide divergence in performance between US and emerging market technology stocks has closed, and we see more balanced, positive prospects ahead.
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White papersCross Asset Investment Strategy - April 2026
Topic of the month - Asia and the energy shock
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White papersGold: a correction driven by positioning, not fundamentals
Gold has undergone a meaningful sell-off in recent weeks, but we believe the move has been driven more by a repricing of short-term macro fears than by any deterioration in the metal’s medium-term fundamentals.
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White papersEmerging Market Debt Latest Commentary
Geopolitical turmoil in March reverses EMD gains.
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White papersGlobal market perspectives 2Q 2026: Hope for the best, ready for the worst
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
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White papersAI’s return on investment debate: two simple questions
Over the past decade, spending on artificial intelligence (AI) has represented one of the largest waves of private investment in modern history.
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White papersWhat Does the Iran War Mean for Emerging Markets?
In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise.
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White papersShifting war realities affect markets
Oil price and equity movements over the past weeks suggest how quickly markets can shift from an overly pessimistic to an overly optimistic scenario and vice versa. This reinforces our view that investors should maintain long-term convictions and avoid areas of high concentration risks.
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White papers2Q 2026 Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets.
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White papersHow Equity Income Can Cushion Inflation and Create Durable Returns
Fears of an inflation spike bolster the case for adding equity income exposure to allocations.
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White papersUnlocking green, social and sustainability bonds’ full potential
The green bond market may have reached maturity, with established issuance patterns and fewer surprises in store, but maturity does not mean a less attractive market for investors nor that its full investment potential has already been reached.
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White papersBiotechs and the potential AI advantage
AI won’t replace biotech — it will supercharge it.
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White papersEquity Outlook: Middle East War, Energy Shock Test Fragile Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape.
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White papersAI’s Hidden Cost: Why Water Risk Belongs on Every Investor’s Radar
Access to clean water may be a deciding factor in who wins or loses the AI race.
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White papersIran Conflict Update: Emerging Market Sovereign Implications
With more than four weeks having passed since the first strikes on Iran, markets are increasingly focused on whether, and how, this conflict ultimately comes to an end.
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White papersFixed Income: A 360° View
Key insights and portfolio implications to stay ahead of the curve
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VideoNeuberger Private Markets: Q4 2025 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersWhat sectors are well placed to enjoy real AI gains?
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
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White papersBack to the Future: Cap Rates, Inflation, and the Lessons of the 1970s
If today’s macroeconomic environment begins to resemble the 1970s, the path of cap rates could take many investors by surprise.
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PodcastThe grass has become greener for green bonds
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects.
