Latest Manager Research – Page 377
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White papersNovel coronavirus – Status of progression
The novel coronavirus (COVID-19) is continuing to spread across the world with an estimated 137,100 infections and almost 5,100 deaths as of March 13, 2020. The World Health Organization has officially designated it as a “pandemic” in order to mobilize maximum government resources globally. Apart from the human cost, global economic output is suffering with the IMF officially lowering its estimate for global growth to 2.6% for 2020, which is close to its stalling speed.
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White papersSharpe Thinking: managing coronavirus volatility
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent team ensuring that our strategies perform in the best interest of clients.
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White papersReal Estate Outlook – APAC, Edition 2020
Mixed fortunes offer up diverse opportunity sets in the next five years.
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White papersEmergency Landing to the Zero Bound
Two weeks after reducing its policy rate by 50 bps to 1.25%, the Federal Reserve met Sunday in lieu of its scheduled meeting on March 18th and cut rates by a further 100 bps, effectively returning to the zero lower bound. The central bank also announced a host of other measures aimed at supporting the financial markets, and by extension, the real economy.
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White papersHigh Drama in High Yield
Coronavirus and the OPEC price war combine for a one-two punch to high yield markets.
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White papersDistressed Debt: Capturing Late-Cycle Value
Barings’ Stuart Mathieson and Bryan High discuss how recent macro events and credit market dynamics are impacting the outlook for distressed debt.
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White papersBerlin’s New Rent Control Policy
As affordability becomes increasingly challenging in many cities globally, many local governments are looking for strategies to regulate rent growth to control housing costs. In Europe, Berlin has caught global attention by passing legislation to freeze rents for five years.
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White papersThe credit-market breakup: it’s not V, it’s U
What should fixed-income investors read into the recent moves in markets and how should they respond in the near, medium and longer term? In an atmosphere of uncertainty, we consider how a bias towards higher-quality credit and a flexible approach to protecting against the downside can help investors weather any further turbulence.
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White papersAsia ex-Japan Strategy Update March 2020
In this webinar Jonathan Pines, Lead Manager, gives an update on the Hermes Asia ex-Japan Strategy.
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White papersUpdate on Global Non-Investment Grade Credit Markets
We unpack the short-term and long-term, transitory and permanent impacts of recent news on the high yield and loan markets.d markets.
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White papersReal Assets House View
No one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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White papersCorporate Hybrid Bonds Introduction
In this short video, Senior Portfolio Manager, Julian Marks offers an overview of corporate hybrid bond markets and outlines the philosophy and approach adopted across Neuberger Berman’s portfolios. He provides examples of the kinds of issuers the team typically consider and reviews current market conditions.
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White papersInside Real Estate – Annual Strategy Outlook for 2020
The global economy has entered a phase of synchronized, slower growth, where an uncertain geopolitical environment and a weakened manufacturing sector have diminished its ability to withstand shocks. However, as dark as the potential storm clouds may be, we believe that the global economy has more going for than against it and assign a high probability (70%) that the expansion remains intact over the next 12 months.
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White papersCOVID-19 contagion, the latest updates
The Coronavirus crisis continues to unravel, with investors worrying about the economic impact, on top of the human cost. In the week to 8 March the number of cases increased by 723 in China and more than 18,000 in the rest of the world (RoW). While still rising, the number of cases in China is flattening out.
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White papersGender equality: investor engagement moves the needle
To mark International Women’s Day this month, our equity, fixed income and stewardship teams provide an update about how they address gender inequality in the corporate world through engagements aligned with the Sustainable Development Goals (SDGs).
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White papersPrepare for the Long Haul
Why the major uncertainties twisting markets out of shape today are likely to persist for months.
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White papersHow Will the Coronavirus Impact World Economies?
The coronavirus is dominating the news and sparking panic in markets. We believe the options for policymakers are clear—but will they implement them?
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White papersNovel coronavirus impact on U.S. commercial real estate
As a leading investor in all four quadrants of commercial real estate, Principal Real Estate Investors is uniquely positioned to assess relative value across the market. With heightening concerns regarding the spread of the novel coronavirus, we wanted to share our current thoughts on the potential impact on U.S. commercial real estate markets. The story is continuing to evolve.
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White papersMarket Perspectives - Viral uncertainties March 2020
The Covid-19 virus is turning from a regional health crisis to a global issue; uncertainties about the global economic impact have been rising sharply. After weeks of resilience, equity markets have sold off in late February, catching up with the safe-haven rally in core bonds seen earlier.
