Latest Manager Research – Page 314
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White papersUS Macro Outlook: Let’s Bend The Economic Growth Curve
Three recovery scenarios? Franklin Templeton Fixed Income discusses the implications for growth, employment, and investment.
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White papersUnlocking the potential of environmental investments
There is a way for investors to both safeguard the environment and simultaneously secure an attractive return.
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White papersMeasuring the business world’s environmental footprint
The idea of “ethical” or “green” investing has gained ground in recent years, but it is hampered by a lack of quantitative definitions.
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White papersNavigating the uncharted: How can private equity investors respond to the COVID-19 crisis?
Private equity investors are in uncharted territory, but history can offer some lessons that may prove a useful guide in deciding the most prudent next steps.
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White papersFast Retailing case study
Fast Retailing has made significant improvements in managing human rights risks in its supply chain and on other sustainability risks following investor engagement. This case study details how EOS has engaged with the company since 2016 on the challenges the company is facing as a casual clothing retailer.
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White papersMarket weekly – Time to add risk in multi-asset portfolios?
Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment.
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White papersPlotting the path to recovery: V, L or Nike swoosh?
The market sell-off and spike in volatility have left investors reeling. While history doesn’t always repeat itself, it often rhymes and a closer look at the data indicates there are lessons we can learn from previous drawdowns.
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White papersOpportunity in Credit Dislocation
Michael Holmberg and John Humphrey provide an update on the credit market dislocations resulting from the crisis, what is causing concern in the market and how to find the opportunities that are emerging.
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White papersReal Estate Investing Through the Crisis
Matthew Kaplan reviews the impact to different sectors of the real estate market resulting from COVID-19, where opportunities may arise as the market finds its footing.
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White papersInvesting in a post-crisis world
The ongoing crisis has thrown investors’ plans into turmoil. Long-term portfolio return expectations have changed and investors may need to think beyond traditional asset classes to generate the income they need. Hear from Nuveen’s Global Investment Committee on where they are finding opportunities and how best to position portfolios during, and after, the crisis.
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White papersTaking the Bite Out of High Yield’s Tail Risk
A new buyer has arrived on the scene of U.S. high yield markets, and it happens to be the biggest buyer of them all: the U.S. Federal Reserve.
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White papersHines Global Income Trust Completes Sale Of Bishop’s Square
Hines, the international real estate firm, announced today the sale of Bishop’s Square by Hines Global Income Trust, Inc. (“Hines Global”). The Class A office building, located in Dublin’s Central Business District, was acquired in 2015 and was sold to GLL Real Estate Partners.
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White papersCovid-19 real estate update
Economic disruption is feeding through to real estate markets, prompting subdued investment market conditions The impact of the crisis is currently most evident in occupier markets, with the retail, leisure and hospitality sectors facing the greatest short-term liquidity pressure We believe Asia is best ...
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White papersPodcast: Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.
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White papersThe impact of COVID-19 on global high yield
As an increasing number of companies battle the economic consequences of COVID-19, their ability to service bond payments is coming under intense scrutiny. In this Q&A, Sunita Kara considers whether current high-yield valuations adequately compensate investors for default risk and looks at the broader implications of the pandemic.
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White papersFive portfolio construction themes for—and after—the global pandemic
At the end of 2019, we titled our year-ahead outlook, “20/20 vision: a clearer path for growth.” That was then. Markets have since been thrown into turmoil, and investors are grappling with positioning their portfolios to minimize the damage from the coronavirus-induced crisis and take advantage of an eventual recovery.
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White papers10 (mostly new) predictions for 2020: A light at the end of a very long tunnel
We launched our original set of 2020 predictions a few months ago with the theme, “Uncertainties diminish, but markets struggle.” The coronavirus pandemic and resulting economic and market upheaval have since changed everything. In early March, consensus expectations for 2020 global GDP growth were +3%. Now they are -3%.1 A 6% swing would be unusual over a three-year time period. We just saw one in a month.
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White papersAEW Research Flash Report - April 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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White papersMulti-Asset Allocation Views: global recession prompts “whatever it takes” response
We have seen a robust global central bank policy response that, in its breadth and scale, is larger than all the stimulus programs seen during the 2008 global financial crisis. Events and timelines have been compressed in this crisis. Unsurprisingly, it seems to be having the desired effect of lessening the threat of bankruptcy and the associated level of job losses. It is also stabilizing financial markets.
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White papersCorporate Responsibility - Moment Of Truth
Pushed to its very limits, mankind reveals its true nature. As the health, economic and market crisis unfolds, and at a time when maximizing profits and shareholder returns is no longer the priority, the sincerity of corporate responsibility is being put the test.
