Latest Manager Research – Page 107
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ESG: Making Sense of the Mudslinging
What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.
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The Road to Decarbonization Is Bumpy. Carbon Allowances Can Help.
The global pursuit to limit rising temperatures has bolstered carbon allowances markets. As these instruments flourish, they’ve become a distinct asset class that offers hedging and other benefits in a portfolio.
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European Private Loans Benefit from Credit Crunch
With Europe’s public debt markets tightening as its corporate borrowers seek to refinance, private lenders sense an opportunity.
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Schroders Global Real Estate Lens March 2023: muted rental prospects meet limited supply
Our monthly Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
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China’s Green Enablers Deserve a Place in Equity Funds
Investors focusing on climate change often overlook Chinese firms. We think that’s a mistake. Chinese companies are playing an indispensable role in the global transition to a greener future—and carefully selected shares offer attractive return potential.
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What’s in Store for US Insurers in 2023?
Insurers’ risk controls and investment skills faced stiff tests in 2022, as both inflation and interest rates skyrocketed and nearly every asset class endured a sharp selloff. With traditional diversification approaches failing, investors had nowhere to hide.
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From Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept. Academics generally circumscribed it to a mere anti-value status. We show that growth-oriented stocks not only present the characteristic of being expensive and over-priced.
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Interest 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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Are Cheap Burgers in Emerging Markets a Good Sign for Investors?
Investors in emerging markets (EM) have endured a decade of poor performance. But things may be changing. Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds.
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10 investment themes for 2023
Although many investors are expecting a return to normal after inflation subsides and central banks stop raising interest rates, we believe markets are undergoing significant changes and it might be necessary to reset expectations in this new environment.
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Are equities attractive now?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we run different scenarios on equity pricing in the current environment.
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Climate Transition: Burning Questions for Credit Strategies
Transitioning the global economy to net-zero emissions presents a significant challenge, but it also offers an opportunity for fixed income investors—in energy, utilities, and beyond.
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Emerging Markets Insights: Headwinds for EMs from higher bond yields
Three things we’re thinking about today:
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An entry point for sustainable SMID caps?
Policies aiming to drive investment in the sustainability transition and adapt to the post-pandemic business environment are generating opportunities for small- and mid-cap firms (SMID caps), which our Natural Capital strategy focuses on.
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From seed to supper – Solutions to mitigate food waste
At every stage of its journey from farm or fishery to family dinner, a large slice of the food produced for human consumption is thrown away. The quantity and impact of food loss and waste has increased as populations grow, climate change drives supply chain disruptions and more resource-intensive foods are consumed.
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Is 2023 the year of value-add?
These are, it has to be said, dramatic times. No sooner than most of the world was starting to emerge from the long shadow of the COVID-19 pandemic, it was confronted with another crisis.