All Inflation articles – Page 23
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White papers
Equity Market Outlook 1Q 2023: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend. Alas, we believe macroeconomic indicators offer little to cheer about in the first quarter of 2023—and perhaps through the remainder of the year.
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The Ten Most Important Statistics for 2023 Markets
In the flood of market data, you could do worse than keeping your eye on these as you assess the odds of a ‘softish landing’.
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Weakening Growth Outlook to Eventually Favor Euro Rate Risk
European policymakers face a dilemma: continue to hike interest rates to combat inflation or ease off to stimulate growth.
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More Volatility Ahead? Buckle Up with Defensive Equities
After a tumultuous 2022, investors are hoping for an eventual end to monetary tightening, and with it, a reprieve from brutal market volatility. But since corporate earnings are still adjusting to a new regime, the road will be bumpy. What can equity investors do to reduce risk?
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FinTech equities: trends to watch in 2023
Excessive valuations in our FinTech universe are now largely gone, contributing to a positive 2023 outlook, in our view. We are increasing our exposure to upcoming FinTech companies.
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White papers
2023: A Year of Transition for the Global Economy
With an extremely challenging 2022 now in the books, a look back reveals a year defined almost entirely by inflation. Financial markets, investors and policymakers alike in many major economies zeroed in on surging prices and what they meant for growth and asset prices.
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White papers
Fixed Income Outlook: 1Q 2023
The past year has seen a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe that peak inflation has passed, and anticipate a gradual reduction in pricing pressures over the course of the year, even as short-term rates remain elevated. Amid more subdued volatility, we favor a focus on quality and security selection to capitalize on the more generous yields now provided by fixed income markets.
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White papers
5G & Energy Crisis: Saving Trees with Green Data Centers
As the adoption of 5G increases and energy consumption rises, calls for technology innovations to achieve sustainable development are ringing loudly.
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White papers
Asset Allocation Committee Outlook: 1Q 2023
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 papers
2023 - a tough year ahead, but opportunities will abound
There can be little doubt that Europe, indeed most of the world, is facing challenging times. The global economic outlook has weakened due to a long list of economic, geopolitical, pandemic- and climate-related headwinds.
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An improved toolbox to manage volatility and provide income
Concerns around inflation have driven core government bond yields upwards to levels not seen for more than a decade
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Special Situations: Fasten your seatbelts—credit markets are going to be bumpy
Benefit Street Partners explore how best to capitalize on the bumps that are creating the beginnings of another fertile special situations investment environment.
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White papers
Looking beyond headline risks: European ABS review and 2023 outlook
It has been a challenging year defined by seismic events – from spiralling inflation to rising rates, and war in Ukraine. Indeed, 2022 has seen punctuated bouts of volatility applying great pressure on risk assets – but European ABS managed to outperform many of its peers. Here, we take a look at why this is the case, and what to potentially expect for 2023.
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White papers
Always, Sometimes, and Never
MACRO MATTERS: In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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Research Report
The power of private real estate
Private real assets are a powerful tool for institutional investors. Our latest research demonstrates private real assets’ potential to deliver uncorrelated returns, making them a key element for diversifying portfolio risk.
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Video
Why Value Now?
(1:58) Client Portfolio Manager, Nicole Vettise explains why value could be a good place to be in the current market environment, highlighting some key considerations for value-style investors.
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Why the outlook for bonds is improving
Bonds are poised to deliver better risk-adjusted returns than equities over the next 12 months.
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Outlook for Equities: Growth Stocks Are “Coiled Springs”
High inflation and interest rates brought significant pain to growth equities in 2022. Today, their de-rated valuations and resilient earnings fundamentals are presenting an attractive opportunity to patient investors.
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Infographic – Investing as the economy enters a new configuration
What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and global economic integration are in turmoil? Check out this infographic for our views on monetary policy, equities and bonds, and sustainability in 2023 – in short, on investing in an age of transformation.
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White papers
Macroeconomic Picture - January 2023
United States: the US economy is showing signs of deceleration, with restrictive monetary policy starting to weigh on activity and progressively dragging growth below potential.