All Global articles – Page 59
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White papersFour reasons why social investing will be a driver of long-term sustainability
When it comes to environmental, social and governance (ESG) investing, the spotlight has historically shone brightest on the ‘E’ – especially in recent years as attention has intensified on the climate emergency.
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White papersGlobal Investment Views - November 2022
Central banks (CBs) are trying to work out how far they should go in terms of their aggressive tightening talk. We see four main factors to consider when assessing whether we will see pivots from CBs: (1) The still strong job market does not support a shift in stance from the Fed.
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White papersNot in Kansas Anymore
Investors navigating daily market volatility must come to terms with rising risks that we are entering a very different world.
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White papersWhy the Climate Transition Will Reshape the Global Economy: In Graphs
Climate change is one of the greatest risks of our time—and tackling it will likely drive a number of shifts across the world that investors need to understand.
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White papersHow the Robot Revolution Will Supercharge Productivity (Part I)
What will happen to human roles and employment in this automated future? Which countries or industries will benefit the most?
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PodcastThe Investment Podcast: Time to allocate to mispriced consumer finance opportunities?
Imagine a new global financial crisis (GFC) materialising every year from here. The market seems focused on the fact that it will get tougher for consumers, and is in some cases pricing in default rates equivalent to GFC levels of stress, for years to come.
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White papersHigher Prices Haven’t Spooked U.S. Consumers Yet
Solid U.S. retail sales and better-than-feared Q3 earnings suggest slowing but still-resilient consumer spending, which should support core inflation and keep the Fed on a hawkish path. Notable U.K. leadership changes gave markets a reprieve, though policy direction is uncertain.
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White papersIf Tom Hanks in “Cast Away” had the new iPhone
As demand for connectivity rises across the globe, we believe an increasing range of options for satellite communication will emerge.
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White papersSchooling the Sovereigns
Bond markets appear to be disciplining policy inconsistencies, both within sovereigns and among them.
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White papersAsset Allocation Committee Outlook: 4Q 2022
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papersFive challenges for net zero investing
The Intergovernmental Panel on Climate Change gave the world a stark warning in 2018 of the dangers of failing to limit the global temperature rise from climate change to 1.5 degrees.
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White papersDistressed debt in a developing recessionary environment
High inflation is being fuelled by supply chain disruption caused by the pandemic, high energy prices caused by the war in Ukraine and high employment. High inflation is forcing Central Banks to aggressively increase interest rates.
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White papersFixed Income Investment Outlook: 4Q 2022
Despite volatility, the basic storyline of inflation and the Federal Reserve should continue to drive market behavior. Over the months ahead, we anticipate continued tightening by the Fed and challenging European growth trends, with tail risks tied to the U.K., China weakness and policy overreach. A focus on shorter durations and quality, with opportunistic exposure to longer bonds and credit, merits consideration.
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VideoNiall O’Sullivan on Bloomberg TV: Energy Markets and the Global Economy
(10:29) Niall O’Sullivan CIO, Multi Asset Strategies – EMEA discusses with Francine Lacqua on Bloomberg TV, market reaction to recent oil price volatility, including broader economic and investment implications.
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White papersGlobal CIO Q&A: on inflation, rates, recession and more
Inflation has reached record levels. What do you expect in the upcoming months?
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PodcastMaking Sense of Markets and Policy Change
On this episode of Disruptive Forces, host Anu Rajakumar is joined by Robert Dishner, Senior Portfolio Manager for Multi-Sector Fixed Income, to discuss current volatile market dynamics and the associated challenges as we head toward the end of the year.
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White papersSustainable Global Equity, 2022 Q3 report
As well as our usual engagement and ESG metrics, the latest quarterly report from the Sustainable Global Equity team considers the health of the world’s supply chains. Are they on the mend after pandemic-induced dislocations?
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White papersArtificial Intelligence and ESG: How do they fit?
Artificial Intelligence (AI) helps to circumvent some challenges with traditional ESG data. Textual and satellite data analysis can discover key ESG risks and opportunities. AI contributes to ESG integration by providing an alternative source of data for monitoring ESG reporting.
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White papersMacroeconomic Picture - October 2022
United States: Growth. We are still calling a soft landing in the US, with an extended period of sub-par growth for 2023 and 2024. We expect the US economy to grow by 0.9% in 2023 (1.1% Q4/Q4) and 1.3% in 2024 (1.3% Q4/Q4). Inflation. Headline inflation has peaked in the ...
