Latest Manager Research – Page 277
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White papersHow private equity can work with healthcare companies to build better, longer lives
The scale of the global healthcare market and the strength of its long-term drivers mean opportunities abound, particularly in privately-held companies.
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White papersCLOs: A Bias Toward Quality
CLOs continued their rebound in the third quarter, but the potential for volatility going forward is high. In this environment, there may be benefits to moving up in quality.
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White papersInvestment Impact of 2020 Elections
The 2020 US presidential and congressional elections are fast approaching and the global market outlook is already hazy in light of the COVID-19 pandemic. We are likely to find more policy and political turbulence through Inauguration Day than we have faced in past elections.
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White papersRemote working is on the rise, but the office remains indispensable
While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.
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White papersMoving the Needle
The U.S. election will be big news in November, but news on coronavirus vaccines will probably “move the needle” more for markets.
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White papersChoosing Trump or Biden
Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
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White papersPositioning for the 2020 U.S. Presidential Election: An Update
Undeniably, 2020 has been an eventful year and the fireworks are likely not yet over. Amidst rising COVID-19 infections and a stuttering economic recovery, investors are preparing for the U.S. Presidential election. While this election may be one of the most contentious in U.S. history, investors should remember that that once the elections pass, much of this noise typically quiets and risk assets are able to resume a trajectory dictated by fundamentals.
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White papersReadying For Record-Breaking Rebounds in GDP
Q3 GDP confirmed China’s rebound, while we watch for U.S. and EU data next week. The BOJ and ECB will likely hold policy steady, but look for messaging on economic and policy outlooks. Executive orders and employment recovery should support U.S. personal income and spending.
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White papersClimate change and human rights
The climate crisis has already displaced millions of people due to flooding, and forced hundreds of thousands to flee from deadly wildfires. Pauline Lecoursonnois explores what companies can do to assess and mitigate climate-related human rights risks.
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White papersMarking UN Day
As a leader in sustainability and investment, on UN Day we’re supporting companies’ efforts to build back better from the pandemic and create a positive societal and environmental impact.
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White papersCredit investors: delivering into the imperatives of Paris
In this video Anna Karim, Investment Director Fixed Income, and Mitch Reznick, Head of Research and Sustainable Fixed Income, discuss how to decarbonise portfolios within fixed income and the imperative of aligning investment strategies with the Paris Agreement.
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White papersPrime time: How streaming is reshaping film and TV
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
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White papersESG in Action: Protecting the Amazon by Investing in Brazilian Beef
Blazing wildfires and a shift in Brazilian government policies away from environmental stewardship have thrust deforestation into the international spotlight. AB equity and credit portfolios’ large positions in Brazilian beef producers provide an opportunity to promote sustainable practices that can help protect tropical forests while mitigating environmental and investment risks.
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White papersInvestible Trends in Real Estate for 2021 and Beyond
A Barings 360 Webinar on Real Estate Equity
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White papersWhat is the Role of Gold in 2020?
The rise in gold in 2020 is due to “a perfect storm” of central bank actions and economic turmoil, according to market roundtable.
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White papersThe day after #12 - Changing shares of labour and capital incomes: what implications for investors?
The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United States and the United Kingdom. We believe the Covid-19 crisis, along with other factors, will trigger a rebalancing in favour of labour over the next two decades. A reversion to the long-term average ratio of labour and capital in the share of income would probably enhance social and political stability, and would better fit with a consumer-driven growth model.
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White papersEMD: A Strong Tailwind, But Risks on the Horizon
Segments of the EM debt market have been bright spots in fixed income this year. Will EMs outperform DMs in the months ahead—or are the risks too great? It may come down to country and credit selection.
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White papersWhen the chips are down: the outlook for semiconductors
After a challenging 2019, the semiconductor manufacturing sector was placed under even more pressure by the exogenous shock of the coronavirus pandemic. Yet the industry has staged an impressive recovery and our Global Emerging Markets team retains a positive long-term view on the sector, arguing that technology trends will quickly reheat any cooling demand for global chips.
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White papersESG More Than Just a Branding Exercise in ILS
Published by Artemis, this recent article featuring Jennifer Signori, Principal and Senior Vice President, ESG and Impact Investing at Neuberger Berman, discusses the importance of ESG factors when it comes to Insurance-linked Securities (ILS).
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White papersDisruptive Forces: 2020 U.S. Election Special
Economic policy, geopolitical issues, COVID-19 crisis and a supreme court nominee, to name a few, all come into play when it comes to the next president of the United States. The choice that Americans face in the upcoming election will impact not only the next four years in the United States but could impact the world at large.
