All Investors articles – Page 16
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White papersThe day after #12 - Changing shares of labour and capital incomes: what implications for investors?
The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United States and the United Kingdom. We believe the Covid-19 crisis, along with other factors, will trigger a rebalancing in favour of labour over the next two decades. A reversion to the long-term average ratio of labour and capital in the share of income would probably enhance social and political stability, and would better fit with a consumer-driven growth model.
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White papersEvaluating the Options
Volatility is not a word that the Options market is a stranger to, but after a period of relative calm, Options market volatility has returned for the foreseeable future. The first question that comes to mind is–are the opportunities still there amid these volatile times? And if so, are emerging Options investors in a good position to go out and find them?
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White papersThe day after the crisis: implications for long-term investors
In a recent piece of paper1 long-term investors found a broad analysis of the most relevant post-crisis elements they need to consider in order to make a more informed decision about their investments: central banks support, inflation situation, deglobalisation trend, low-carbon transition and inequality assessment were the main features to consider.
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White papersThe end of LIBOR: implications for investors
The London Inter-bank Offered Rate (LIBOR) is one of the main interest-rate benchmarks used in global financial markets. By the end of 2021, LIBOR reference rates and other interbank offered rates (IBORs) will be retired. What will replace LIBOR and other IBORs, and what does this mean for investors?
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White papersFiorino: why bank debt investors should care about MDA
In this post of Fiorino, the blog where we aim to decipher complexity in global financials, we give our full attention to a typically complicated capital metric that investors need keep top of mind.
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White papersRecord US Index Concentration Adds Hazards for Investors
US growth companies led the second-quarter rebound, fueled by the five largest technology and new media stocks, which now comprise more than a third of the Russell 1000 Growth Index (R1000G). Investors should be alert to the risks of high benchmark concentration.
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White papersOur preparations for the reform of LIBOR
LIBOR will continue giving way to replacement rates ahead of its retirement by the end of 2021. We will soon be familiar with SONIA in the UK, ESTR in Europe and SOFR in the US. Work continues across M&G and the industry to ensure as smooth a transition as possible to the new rates. This bank of Frequently Asked Questions aims to assist understanding of what’s happening, why it’s happening and how we expect it might affect investments.
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White papersThe New ‘Fusion’
As the physical and digital worlds merge, companies, investors and society will need to adapt.
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White papersCoronavirus: Latest outlook for real estate investors
Nuveen Real Estate’s market-leading global research team is working daily to understand and assess the impact of the coronavirus on real estate markets and provide regular global, regional and sector perspectives.
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White papersHow to Invest in Equities When Guidance Disappears
The COVID-19 shutdown has prompted an unprecedented number of US companies to suspend earnings guidance. Equity investors should focus fundamental research on a wider range of outcomes instead of the overly precise game of predicting short-term estimates—especially during a period of heightened uncertainty.
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White papersMastering the real estate cycle
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
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White papersNavigating the New Normal
Time has simultaneously slowed down, as many of us work from home, and it has sped up. Last month’s “unthinkable” has become this month’s norm. Last week’s downside scenario has become this week’s baseline, and next week’s upside. Real estate investors are “zooming” with each other and saying, well at least we didn’t cause this, did we?
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White papersInvesting in a post-crisis world
The ongoing crisis has thrown investors’ plans into turmoil. Long-term portfolio return expectations have changed and investors may need to think beyond traditional asset classes to generate the income they need. Hear from Nuveen’s Global Investment Committee on where they are finding opportunities and how best to position portfolios during, and after, the crisis.
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Asset Manager NewsGLP Closes US$2.1 Billion China Income Fund I
New and existing investors include seven Chinese institutional investors
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White papersPodcast: Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.
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White papersReimagining Handshakes For The Global Recovery
Crisis data is almost always lagging, so investors should focus on the psychology of getting back to normal.
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White papersLooking Through the Pandemic
Confusion, uncertainty and snap responses to the coronavirus have created an environment that leads to more questions than answers. Because some previous tendencies will likely speed up while others slow down, here are three trends investors should watch in the months ahead.
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White papersMarket Volatility | Closing Bell Insights
On this episode of Closing Bell Insights, Joseph V. Amato, President and Chief Investment Officer of Equities, shares his market update and insights after the closing bell, including potential implications for investors.
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White papersLocation, location, location: why Geospatial Data Science matters for investors
We look at how geospatial data science is helping investors find new ways of looking at the world and make better investment decisions.
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White papersAsia: Brighter than expected but cloudy in patches
PERE’s recent Asia roundtable highlighted investors’ increased optimism towards the Asia Pacific market and the opportunities that localised stress points may provide.
