All Investors articles – Page 30
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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.
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White papersUnderstanding scope 3: How responsible investors can wrestle with the unruliest of emissions
On one level, it is easy to understand the scale of emissions from a company’s operations. If a factory is pumping out millions of plastic widgets, we can measure the greenhouse gases (GHGs) produced as it does so, and the emissions linked to the energy used to make them. However, things can get a little murkier when we look up or down the value chain, perhaps at the customers putting their shiny new widget to use in the real world.
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White papersResponsible technology: How can companies and investors drive digital inclusion and economic growth?
The ‘connectivity canyon’ between those who have access to digital technology and those who do not can have a significant impact across education, employment, healthcare and more – deepening social inequalities and holding back economic growth.
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PodcastThe Investment Podcast: What does good ESG in ABS look like?
The evolution and implementation of ESG across asset classes has not been homogenous. While there is a development of good outputs for corporates and equities, there has been less of a focus on ABS. This episode considers how ESG in ABS differs and asks: What does good look like?
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VideoInvestment Playbook for 2023
In this short video, Niall O’Sullivan, Chief Investment Officer, Multi-Asset Strategies EMEA, recaps Neuberger Berman’s investment playbook for 2023.
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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 papersAsia ex-Japan Equity: Letter to Investors - Outperforming us over the long term
In our annual Letter to Investors, Jonathan Pines, Lead Portfolio Manager, discusses the Strategy’s performance since inception in 2010.
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White papersAn attractive gateway
Secondaries Investor interview on private markets’ democratization
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Asset Manager NewsInvestor survey: Double bottleneck in property markets
There are still no signs of easing in the transaction markets, with investors either short of capital or unable to find the right property.
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White papersThe Investors Have Left the Building
Is money rushing to exit from non-traded real estate because there is more attractive value in listed real estate?
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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 papersKey Investment Themes for 2023
2022 saw geopolitics dominate attention, with events in Ukraine unsettling and resetting markets and the global economy. Meanwhile, investors also contended with eye-watering inflation, steep rate hikes and higher volatility across the board.
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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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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?
