All Investors articles – Page 8
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Podcast
The 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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White papers
Six key differences between private equity and public market investing
New, smaller investors are entering private markets. We explain some key differences between investing in private versus public equity markets.
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Video
Investment 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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Video
Macroeconomic 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 papers
Asia 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 papers
An attractive gateway
Secondaries Investor interview on private markets’ democratization
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Asset Manager News
Investor 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 papers
The 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 papers
Lifting 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 papers
Fixed income investors are still too optimistic on inflation
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
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White papers
Key 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 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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White papers
Why 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 papers
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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White papers
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
Private 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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Podcast
Building 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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Podcast
Episode 2 | Stephanie Davis - Rise of the Retail Investor
Stephanie Davis talks about the rise of retail investors, democratization of private markets and how Hamilton Lane is growing investor access
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White papers
Social 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 papers
Investing 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.