Latest Manager Research – Page 360
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White papersAdoption of SOFR and SONIA as Floating Rate Note Benchmarks
Read an update on adoption of SOFR and SONIA as benchmarks in the floating rate note (FRN) market.
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White papers2018 Environmental, Social and Governance Annual Report
At Neuberger Berman, we recognize that our clients expect rigorous ESG integration from their investment manager. We firmly believe that attention to material ESG factors helps make us smarter investors, and that engagement with companies on ESG topics helps them perform better for their investors and for society.
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White papersEuropean elections: not a game changer, opportunities from divergences
The results are broadly in line with what opinion polls had indicated, although with a slight “pro-institution” surprise. Key takeaways are, first, a decline in the votes for the two large political groups which are the social-democrats and the Christian-democrats or moderate right; these two parties had, since 1979, commanded a combined majority in the European Parliament, and this is now over.
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White papersThe Circular: Keeping you in the sustainability loop
Read the launch issue of The Circular, where we share our key analysis and insights about sustainable investment from 2019 so far.
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White papersSelf-sufficiency for pension schemes: Keep on running?
Boris Mikhailov and Matthew Graham look at the benefits and risks for pension schemes targeting self-sufficiency.
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White papersAn introduction to securitisation: a diverse opportunity set offering attractive excess return potential
Securitisation can be seen as highly technical, niche and (post-2008) perceived as risky, but its highly diverse range of opportunities can bring significant benefits to a portfolio.
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White papersTrawling for trash: why we are engaging for sustainable oceans
Every year, more than 8m tonnes of plastic ends up in oceans. According to some estimates, there will be more plastic than fish (by weight) in the sea by 2050. Careful management of this precious environmental resource is therefore a key feature of a sustainable future - and it is aligned to SDG14, Life Below Water.
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White papersHigh Yield: Oasis In Search For Yield?
Since early 2016, US HY default rates have experienced a sort of “mini –cycle”, peaking at the end of 2016. Nevertheless, the recent rise and fall movements appear mostly commodity driven: default rates would have remained fairly stable if energy and material sectors were excluded from calculations.
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White papersRedefining Value: A Modern Definition
Performance leadership in the decade long U.S. equity market cycle is and continues to be growth stocks. Value has significantly underperformed for several years. Principal proprietary factor timing models signalled an opportunity for value exposures in December and we believe it is time to discuss portfolio implementation to take advantage of the potential value opportunity.
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Is There Style Drift in Middle Market Lending?
Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.
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White papersYour Questions Answered by Hermes Direct Lending
What is direct lending? How did you position your strategy? These are just a couple of the most commonly-asked questions about direct lending by our clients and prospective clients.
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Is There Style Drift in Middle Market Lending?
Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.
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White papersFixed Income: Embracing Tech Disruption
How can data science and new technology tools be applied to bond investing? Sonal Desai, our Fixed Income CIO, sets the stage for greater infusion of data science into the investment process.
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White papersGlobal Equity ESG marks six-year anniversary
Six years ago, we launched our Global Equity ESG strategy. The aim was simple: achieve capital appreciation by investing in global equity securities with favourable ESG credentials. Today, we assess how it has achieved this objective since inception.
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White papersSDG Taxonomy
We believe that companies which contribute to achieving the Sustainable Development Goals (SDGs) are capable of creating positive social and environmental impacts – and are also exposed to the drivers of future growth. We created the Hermes SDG Taxonomy to find investment opportunities directly connected to the goals by identifying impactful businesses poised to be the growth champions of tomorrow.
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White papers
Asia Pacific property: Innovation and the disruption of technology
Structural changes are presenting challenges and opportunities for real estate globally APAC occupiers and landlords are adopting technological and innovative strategies to overcome these challenges Successful strategy implementation should unlock new sources of customer demand, increase space productivity, and improve asset quality Real estate investors could thereby benefit ...
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White papers
Evaluating the Effects of China’s Pork Crisis
African swine fever is ravaging China’s pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country’s vast stock market.
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White papersUS / China Trade Tensions Are Testing Investors’ Nerves
Long-term investors view market volatility as a buying opportunity.
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White papersRobustness, Flexibility and Opportunism in Late-Cycle Investing
When the market starts to anticipate the next downturn, in our view it does not necessarily pay to beat the rush by adopting an underweight in risk assets. While the late stage of the cycle is a time of corporate balance-sheet deterioration, that buildup of leverage can propel a final burst of earnings expansion.
