All Large cap articles – Page 3
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White papersEconomic and Market Review: Long-Term Optimism Amid Short-Term Headwinds - 3Q 2023
Like many, we have been surprised by the strength of U.S. equities in the face of rising interest rates, sticky inflation, a regional banking crisis and persistent geopolitical tension.
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White papersEconomic and Market Review: Continue to Recommend Defensive Positioning, Focus on Quality
What happens when the lowest interest rates in 400 years meet the fastest hikes in 100?
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White papersEquity Outlook: Banks Deliver Message on Hidden Rate Risks
Global equities were volatile in the first quarter, as turmoil in the banking sector jolted markets. While swift regulatory action helped stem contagion, the crisis dented investor confidence in a fragile market environment and has sharpened awareness of risks created by a new interest-rate regime.
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White papersEquity Opportunities After Easy Money
Why we think market conditions swung behind value, quality and smaller stocks in 2022, and have done so for the long term.
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White papersInterest rates do not need to rise much further in Europe
Paul Doyle, Head of Large Cap European Equities, looks at the green shoots in Europe, despite ongoing higher inflation and mixed signals on the strength of the economy
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White papersWhy the next five years belongs to US SMID
The Equities team explain why, against a backdrop where the US economy is likely to ‘muddle through’, there are exciting investment opportunities in the US SMID space.
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White papersReimagining Growth: A Market Beyond Mega-Caps
US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Now, the changing contours of the market mean investors can capture a broader array of recovery candidates while incurring less benchmark risk.
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White papersWas the last hike the last hike?
This last hike may be the last hike. Here’s where our investment teams’ economic expectations may diverge from the consensus viewpoint and how they’re positioning their portfolios.
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VideoNeuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
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VideoSmaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
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White papersLarge Cap Value, Inflation Fighter
Large-cap value stocks have characteristics that could make them compelling in the current environment and beyond.
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White papersFrom Buying the Dips to Fading the Rallies
Equity markets are higher than they were on the eve of the invasion of Ukraine, but here’s why we think there is more volatility, and potentially more downside to come.
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White papersValue Can Potentially Outperform Even if Growth Slows
We believe value is likely to outperform growth over the coming years—and threats to economic growth from inflation, rate hikes and geopolitical risks do not change our view.
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White papersClearing the Hurdles
On a 12-month horizon, this looks to us like an attractive environment for risky assets, but the inflexion point in the current cycle is proving particularly volatile: adopting a more defensive view in the short term may help investors clear the immediate hurdles.
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White papersCase study: Maintain a fund’s mandated asset allocation ratio through shifting markets
A portfolio manager with a $2 billion portfolio has a mandate to maintain a 60/40 mix (60% equities to 40% fixed income). Within the 60% equities allocation ($1.2 billion), the manager must maintain a 50/50 mix of large-cap equities benchmarked to the S&P 500 and small-cap equities benchmarked to the Russell 2000.
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White papersPodcast: Making the Case for Value
Over the past decade, we have seen that growth investing has had a tremendous run and was considered the first choice in approach for investing in stocks. However, for the last several months and for the first time in quite a few years, market conditions seem to suggest that now value has started to become the more popular option.
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White papersWhy Tech Bubble Fears are Overdone
The tech sector’s impressive performance and increasing concentration in indexes has led to concerns of expensive valuations—with some fearing that we could be in bubble territory. In our view, such worries are not justified, and we believe tech’s outlook remains healthy.
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People NewsIntroducing two of the top active minds in European equities
Jupiter is an established active fund management business with a reputation as a desirable home for some of the most talented fund managers in the industry. Many are well known. Their track records, investment philosophies, and investment processes are a big draw for people making decisions on where to invest. Fund managers at Jupiter have significantly more freedom than those at many larger institutions – something which ensures the company has a healthy pipeline of talent – within a framework of governance and risk management.
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White papersCapitalizing on an inefficient market - The case for active REITs
When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results.
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