All Global articles – Page 73
-
White papersEOS Engagement Plan 2023-2025
Our engagement plan identifies 12 key themes and 32 related sub-themes. We find this breadth of coverage is necessary to reflect the diversity of the issues affecting companies in our global engagement programme.
-
White papersThe 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
-
White papersDirection of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
-
White papersWhat does COP15 mean for investors and companies?
The UN’s Biodiversity Conference – also known as COP15 – delivered a new Global Biodiversity Framework that aims to halt and reverse destruction of the natural world. We attended COP15 as part of the Finance for Biodiversity Foundation delegation. Engager Sonya Likhtman outlines our involvement, what was achieved, and the implications for investors.
-
White papersTractor Beams: Satellite Tech and Precision Agriculture
As the global population increases and with more mouths to feed, could the answer to food insecurity lie in space?
-
White papers5 trends driving energy markets in 2023
Is there more fuel in the tank for energy stocks?
-
White papersEliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
-
White papersWhy Securitized & Why Now: $12.5 Trillion Market Goes on Sale
Today’s securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns.
-
White papersSchroders Global Real Estate Lens February 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.
-
White papersAlternative Investment Themes for 2023: Opportunities For The Nimble
We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.
-
White papersEquity Themes for 2023: Winners and Losers
We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.
-
White papersCentral Banks Tighten, Markets Loosen
While some pessimism has lifted from central bank messaging, we still think the market may be hearing only what it wants to hear.
-
VideoMacroeconomic outlook for 2023
In this short video, Equities CIO, Joe Amato offers Neuberger Berman’s outlook for 2023 and highlights some of the key macro themes that we have been exploring across our Solving for 2023 series.
-
White papersThe More Things Change
Has recent strong data changed the fundamental economic and market outlook, or just the timeline?
-
White papersModern Slavery in Mining Looms as a Key Risk to Investors
Awareness that modern slavery is a social evil and investment risk continues to grow, putting investors in a pivotal position to identify and root out this risk across industries. Global mining is a particular challenge: risks to people in this industry are high and rising, and they’re not well-managed when compared with high-risk consumer-facing industries such as technology and apparel.
-
White papersGlobal Emerging Markets: Outlook 2023
Kunjal Gala and the Global Emerging Markets Equity team outline their views on the prospects for emerging markets in 2023 and beyond.
-
White papersMacroeconomic Picture - February 2023
United States: The US economy has been showing signs of deceleration, as the fiscal and monetary policy drag weigh on activity, although at different intensity.
-
White papersMarket Scenarios and Risks - February 2023
We revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced in, especially by equity markets.
-
White papersFiorino: Many banks, multiple outcomes
Fiorino considers the many alternatives as the market wave function rolls over the banking sector in 2023…
-
Asset Manager NewsGLP Capital Partners announces new structure as dedicated global alternative asset manager focused on investing in high-growth, new economy sectors
GLP Capital Partners (“GCP”) today has approximately $125 billion in total assets under management worldwide
