All Global articles – Page 76
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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.
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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”.
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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”.
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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.
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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.
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White papersThe More Things Change
Has recent strong data changed the fundamental economic and market outlook, or just the timeline?
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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.
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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.
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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.
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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.
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White papersFiorino: Many banks, multiple outcomes
Fiorino considers the many alternatives as the market wave function rolls over the banking sector in 2023…
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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
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White papersMulti-Asset 2023 Outlook: Inching Back to Normalization
2022 was a historically volatile year for global markets, as rapid monetary policy tightening led to steep losses across equities and bonds. In the second half of the year, inflation started to decelerate from multi-decade highs and markets started to find clarity around a possible end date for rate hikes. But with monetary policy expected to stay tight, investors face further deceleration in economic growth in 2023—and possibly a recession.
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White papersPractical Implications of the New Regime
You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic?
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White papersMarket Perspectives: Divergent perspectives February 2023
‘Market Perspectives’ provide our monthly macro & market outlook and investment recommendations
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White papersFour trends could power an industrial renaissance
Weighing in at 1.37 million pounds and with tires twice the height of a grown man, Caterpillar’s 797 trucks are a sight to behold.
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White papersGlobal Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.
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PodcastNavigating Secondaries Amid Choppy Markets
Private equity investors continue to experience a complex market environment, facing many macro headwinds and prolonged uncertainty.
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White papersLifting the lid on packaging and food waste
In the seventh article in our Insights series on the social and environmental impacts of the global food system, Lisa Lange examines the problem with plastic food packaging, and highlights some positive engagement outcomes.
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White papersBonds are back: credit markets focus during 2023
This year, we expect the global economic environment to feature sluggish growth and an extended period of sustained high inflation. For the credit market, it will be a tale of two halves:
