All Investors articles – Page 7
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White papersGeopolitics in an election-heavy year
”We are witnessing a global realignment towards a multi-polar world, and geopolitics will be a crucial factor to watch for investors in 2024.”
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WebinarNavigating Emerging Markets Through the Ballot Boxes
Join us on Thursday 1 February, as Yerlan Syzdykov, Global Head of Emerging Markets and Anna Rosenberg, Head of Geopolitics for Amundi Investment Institute, assess how geopolitical shifts could impact emerging markets, dive into market trends and explore the investment opportunities that are shaping the asset class.
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White papers2024 alternative credit insights: Taking center stage
Investors were reminded of the growing importance of alternative credit in portfolios during the interest rate run-up — and accompanying market volatility — that began in early 2022.
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White papersDPP wins Taiwan elections: key take-aways for investors
The DPP aims to maintain the status quo in cross-strait relations but firmly opposes the 1992 Consensus and the ‘One China’ policy, including Beijing’s proposed ‘one country, two systems’ model for reunification.
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PodcastWhat Tailor-Made Investing Looks Like
With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success.
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VideoThe Weather Is Changing for Climate-Focused Investors
As equity investors hunt for opportunities, why should they consider climate-focused investing?
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White papersEquity Outlook: Three Questions for Investors in 2024
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
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White papersReflections on COP28: Opportunities amid Challenges
Investors are warming to opportunities stemming from climate change, and other takeaways from COP28.
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White papersInvestors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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PodcastBehind the Scenes of Solving for 2024
As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come.
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VideoNavigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors? In the video above, Peter von Lehe, Neuberger Berman Head of Investment Solutions and Strategy shares his thoughts.
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White papersWhat has driven the stock-market rally – and can it continue?
Equity markets delivered positive returns for four consecutive weeks in November. The S&P 500 index rose about 9% last month, marking its strongest monthly performance since July 2022. There was no obvious reason for this rally, unless a slight miss of 0.1% in the October US Consumer Prices Index (CPI) report counts. But if not, what prompted this surge? In this weekly edition of Simply put, we investigate the forces behind the rally and what this means for its staying power.
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White papersThe future’s bright, the future’s digital
Today’s world is shaped by powerful structural shifts –from shifting demographics to the transition to a low-carbon economy. These mega forces create themes that investors can ill afford to ignore. A case in point is our digital future. The progress of digital technology is astounding – with generative AI just the most eye-catching recent example. But many of these technologies are still in their infancy – and new technologies are emerging all the time.
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White papers‘The fountain of youth’ – Lindy’s Law and quality growth investing
In 1993, Princeton astrophysicist Richard Gott compiled a list of all the then-current Broadway and off-Broadway shows and noted when each had first opened in New York’s famous theatre district. He then predicted, “how long each show would run, based solely on how long it had been running already”. Ultimately, Gott was proven right – with an accuracy of 95%.
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PodcastThe Liquidity Squeeze in Secondaries
As we continue to navigate the challenged market environment, investors have been exploring what their options are for liquidity in their portfolios. Secondary Private Equity investors in particular have a lot to grapple with: from the undercapitalization of the secondary market to the shifting goals of buyers and sellers in the space. However, could the undercapitalization in the secondary market be a boon to investors, opening up unique opportunities for liquidity providers? Or is all hope lost?
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White papersESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Net Zero initiatives are raising standards and market practices by putting investors at the forefront of the transition to Net Zero, encouraging both real-economy carbon reduction and increasing investments in climate solutions.
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White papersIs Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
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White papersHigh-wire act: Is it possible to quell inflation and to avoid a recession?
The US Federal Reserve and the Bank of England both opted to keep rates unchanged in their meetings this week.
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White papersThe recession party: should you stay or should you go?
Is the number up for the global economy? Fiorino looks to early 20th century polymath Frank Ramsey for guidance (and party-planning advice)…
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White papersDon’t Wait for Goldilocks
Yield curves have steepened and the opportunity cost of waiting for a “Goldilocks moment” to add duration has risen. Learn why diversifying across duration exposures, or “riding the curve” offers a compelling solution.
