Latest Manager Research – Page 309
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White papersValue investing: Is this the biggest opportunity since the tech bubble?
Value stocks have been underperforming ‘glamour stocks’ for a while, rendering valuations as cheap as they were in the tech bubble of 2000, while ‘glamour stocks’ are as expensive as back then.
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White papersTime to Start Thinking About Thinking
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
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White papersImpact Investing: Shifting gears
The global macro environment has shifted. Societal challenges are now on the agenda of the world’s political leaders. The United States’ return to the Paris Agreement on climate change comes with federal spending to address longstanding social and economic challenges in a way not seen in a half-century.
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White papersInvest in the world you want to live in
Climate change investing is about identifying companies that improve our lives, minimise our footprint, and perform well financially.
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White papersBack to the future: The predicative power of science-based targets
Astute use of evidence from the past and present to make informed predictions about future performance has always been the key to investment success.
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White papersAB 2020 Global Stewardship Report
We’re committed to responsibility and stewardship, both as a firm and as investors. 2020 was a very challenging year: COVID-19 caused vast suffering, disrupted the global economy and financial markets, and was particularly devastating for people from underserved or marginalized communities.
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White papersEurope Rolls Up Its Sleeve
The situation in Europe is looking brighter following a pick up in vaccinations and the European Recovery Fund receiving the “all clear.” Elsewhere, a recovery in domestic demand is taking shape in China and in the U.S. the housing market is back on track.
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White papers* BNP Paribas’ commitment to the blue economy is strong and concrete *
Julie Miller, ocean project leader at BNP Paribas’s Corporate and Social Responsibility Department, underscores the high stakes involved in protecting the ocean.
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White papersEquity-like returns with bond-like volatility, investing in 75+ emerging economies
It’s now two years since the launch of the Aperture New World Opportunities Fund. The fund was designed to deliver equity-like returns with bond-like volatility. Since inception, that’s exactly what it’s done.
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White papersData Centres: Evolving with Innovation
The speed of technological innovation might be best demonstrated by considering the incredible increase in data used in our everyday lives.
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White papersData Centres: The Role and Benefits of Joint Ventures
One of the most compelling ways to build, develop, and manage specialist sector real estate properties is through a joint venture (JV) partnership.
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White papersAB 2020 ESG Engagement Campaign
Our latest engagement campaign focused on two critical ESG topics:
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White papersBoard diversity matters, so let’s have more
Many studies have shown that having women on company boards of directors is good for business. For us as an asset manager, there is a direct link between weak corporate governance and the balance of power.
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White papersShoppers Are Back—Spending is the New Saving
Europe remains on track for a delayed recovery as consumers weathered winter lockdowns fairly well. In the U.S., retail sales and inflation data popped up in March. Elsewhere, credit growth in China slowed as policymakers remain confident in the economic recovery.
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White papersFrom Rising Rates to Rising Stars: What’s Ahead for IG Credit?
Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.
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White papersWhy Now May Be a Good Time to Consider CLOs
A wave of refinancings has tested the CLO market’s capacity, but it has also created relative value opportunities up and down the capital structure—particularly in seasoned, BB deals.
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White papersThe Rising Tide of Equity Duration
With concerns of inflation pressures anticipated in the months ahead, investors may be looking to adjust their asset allocation approaches. Though many would associate the concept of duration with Fixed Income, we explore the aspects of Equity Duration.
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White papersThe problem with credit indices
The UK institutional client base is reliant on fixed income securities to meet its long-term requirement for stable, long-term, income- generating assets.
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White papers“Hidden Quality” in International Equity Markets
Traditional “quality” companies are bunched in a few sectors and appear expensive—is there a more subtle definition that can uncover “hidden” quality?
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White papersGeorge Walker on CNBC: Taking a Stand with NB Votes
George Walker, Chairman and CEO of Neuberger Berman, recently appeared on CNBC to discuss Neuberger Berman’s advance proxy voting disclosure initiative, NB Votes, whereby the firm discloses and publicly explains its voting rationale on select issues.
