All Investors articles – Page 17
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White papersEquity 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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White papersWhy sustainable fashion could be in style for responsible investors
Fashion is one of the biggest industries in the world, generating around $2.5trn in annual sales but at the same time, it is thought to be responsible for a sizeable 10% of annual global carbon emissions – more than all international flights and maritime shipping combined.
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White papersOutlook 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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White papersInfographic – 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 papersPrivate assets: routes in for investors
Many investors could benefit from an allocation to private assets, and democratisation means the options for those considering it are expanding. A wealth manager with specialist knowledge of the sector explains.
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PodcastBuilding on Infrastructure Investing
In this episode of Disruptive Forces, Head of Infrastructure Investing, J. Michael McCarthy, joins Anu Rajakumar to share more about how private infrastructure investing came to be, and to demystify the misconceptions of this asset class that actually can provide an intriguing opportunity set to investors today.
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White papersSocial impact: Testing a new opportunity for institutional investors
The drive to deliver net zero emissions by 2050 has hogged the responsible investment headlines. Institutional investors interested in environmental, social and governance (ESG) factors have rightly seen climate as a huge priority and there was a risk this might create ‘carbon tunnel vision’, relegating other concerns to the sidelines. Happily, things are changing.
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White papersInvesting at a Crossroads: Three Themes for Today’s New Challenges
As 40-year tailwinds turn to headwinds, we distill an era of sometimes bewildering change into three themes and a new investment playbook.
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PodcastDisruptive Forces in Investing Podcast: Investing at a Crossroads
As many of the tailwinds of the past 40 years turn to headwinds, what could be the new long-term investment playbook?
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White papersThe Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
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White papersThe impact of credit risk for pension plans engaging with CDI
Cashflow-driven investing (CDI) has gained significant traction in recent years as pension plans have successfully de-risked and strengthened their balance sheets over the last decade. Increasing numbers of plans are able to allocate significant proportions (potentially all of their assets) to fixed income like assets so that cashflow income closely matches expected liability payment, thus providing a simpler hedge and reducing the complexity of portfolios. Investment products, strategies and asset classes have developed to facilitate this approach.
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White papersGoodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
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VideoHow investors can do some salt-of-the-earth good
In our latest video insight, we hear from Walter Jehne, co-founder of Regenerate Earth, as he explains why the planet is in desperate need of resurgence over the next decade and why the financial industry will prove to be significant in driving this forward.
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White papersWhy companies need a just transition plan
Moving to a low-carbon economy will have a profound impact on society. How can companies ensure they align with the Paris Agreement without disadvantaging certain segments of the workforce? Velika Talyarkhan and Sarah Swartz examine the case for a just transition.
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White papersThe Circular: Edition 2, 2022 | Keeping you in the sustainability loop
Diversity is an essential ingredient of both investment and life but, sadly, the Earth’s living asset base narrows by the day. Can investors help keep the diversified planetary portfolio alive? The Circular goes back to nature looking for uncorrelated solutions…
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White papersWhy geopolitics must not derail the energy transition - or investors’ resolve
Energy security, the robustness of global supply chains and climate change have become inextricably linked in recent years. Geopolitical and environmental tensions have contributed to the need for companies to focus on shortened supply chains and reduced carbon footprints, and for governments to incorporate sustainability into fiscal investment and policy frameworks.
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White papersDiversity Leaders Open New Doors for Equity Investors
More companies are discovering that policies promoting diversity, equity and inclusion (DEI) are good for business. Equity investors who can find these “diversity leaders” will discover a promising source of return potential, especially in businesses that rely on human capital to drive innovation and business performance.
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White papersMidyear Strategic Investment Outlook: What Does the Market Move Mean for Strategic Investors?
Many people say they like to be long-term investors. It’s a laudable ambition, but often the short term gets in the way. Our notes typically focus on the strategic horizon, but when the S&P 500 falls by 20%, 10-year Treasury yields rise by 140 basis points and Bitcoin is down by 60% since the start of 2022, strategic investors need to respond.
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White papersESG Thema #10 - There is no place like Earth: How investors can address biodiversity loss
Biodiversity, or the term used to describe all living organisms and ecosystems of which they are part, is declining at an alarming rate with now 1 million (out of an estimated 8 million) plant and animal species being threatened with extinction.
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VideoIntroducing the Neuberger Berman Next Generation Space Economy Fund
Senior Portfolio Manager Michael Barr introduces the Neuberger Berman Next Generation Space Economy Fund, outlining the focus and investment process adopted by the team managing the fund.
