Manager video – Page 4
-
VideoThe Meeting Room Webcast: Asia ex-Japan, February 2022
Hear from Jonathan Pines, and Sandy Pei, CFA, Deputy Portfolio Manager, Asia ex-Japan, as they reflect on recent performance and discuss the outlook for the region from both a market and portfolio positioning perspective.
-
VideoUkraine Invasion Triggers Volatility, Fed Still on Course
ClearBridge Investments: Europe is bearing the brunt of the invasion’s initial impact, with higher energy costs hurting consumers and the level of sanctions pressuring European growth.
-
VideoAssessing China’s growth outlook
To what extent will slowing exports, regulatory reform, a ‘zero-Covid’ policy, and a cooler property market drag on China’s growth momentum both in 2022 and over the medium term? Should investors get used to – just – 4%-5% annual GDP growth in the world’s second largest economy?
-
VideoMulti Sector Fixed Income Team Outlook
Jaina Varsani and Ashok Bhatia discuss the fixed income outlook for 2022 and update on the positioning of our multi-sector fixed income funds.
-
VideoNeuberger Berman’s Multi Sector Fixed Income Funds
In this short video, we two of introduce Neuberger Berman’s Multi-Sector Fixed Income Funds looking at some of the distinctive features of our capabilities in this space.
-
Video“More can be spent than thought on the SDGs and the Paris pledges“
Trillions of dollars are needed for the UN’s Sustainable Development Goals and those of the Paris Agreement to be met – both are critical for a sound and sustainable economy. Yet existing policies are hindering the necessary flows of capital and require a reset. Enter Modern Monetary Theory (MMT).
-
VideoA village in the sky
Brussels regards The Louise, designed by architects André and Jean Polak between 1963-1965, as part of its architectural heritage.
-
Video2022: An even brighter future for disruptive tech
The pandemic has sped up a transformation in technology that would otherwise have taken years, triggering a sea change in how we work, buy and communicate. Advances in, for example, cloud computing, the internet of things and artificial intelligence are affecting industries as diverse as financial services, healthcare and consumer goods and creating opportunities for investors.
-
-
VideoNot as you know it – An introduction to private credit
Whilst private credit and other forms of non-bank lending have existed for a number of decades, it is only since the 2008 GFC that private credit has established itself as a mainstay part of the private markets universe.
-
Video*Diversified private credit – It is about financing growth*
Investing in diversified private credit means gaining access to the stable cash flows and contained volatility of a broad range of unlisted asset classes including infrastructure and commercial real estate debt, mid-market loans and loans to small and medium-sized businesses.
-
VideoFixed Income Update: 21 January 2022
In line with the recent announcements with regards to Andrew Jackson, Head of Fixed Income and Multi-Asset, leaving the firm, Eoin Murray, Head of Investment, is joined by the senior members of the Fixed Income team to introduce the succession plan.
-
VideoEnvironmental strategies – Electrifying opportunities
2022 is likely to see further efforts to limit energy consumption, reduce losses, use natural resources more efficiently and more responsibly and protect our environment – all in our joint efforts to transform the global energy system en route to a low-carbon economy.
-
VideoSynthetic Biology: Investing in the Science of Sustainability
If the technology for making diabetes medicine hadn’t changed since the 1930s, today we’d need an area larger than the surface of the earth for raising pigs, harvesting insulin from their pancreases to help hundreds of millions of diabetics around the world.
-
VideoThree reasons for optimism
The technical picture for munis looks strong heading into early 2022.
-
VideoLet’s Get Physical: Unlocking Real Assets for Liability-Driven Investors
While many financial concepts and securities can sometimes feel abstract, real assets are refreshingly tangible. As investments that enable the everyday functioning of society, real assets have intrinsic value and typically generate stable, predictable cash flows that can act as an inflation-hedge. These qualities mean real assets are increasingly important sources of portfolio diversification.
-
WebinarInvesting Through Climate Risk
Across every asset class, investors are facing the reality and urgency of climate change and its associated risks.
-
VideoSolving for 2022: Erik Knutzen on Macro
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
VideoSolving for 2022: Brad Tank on Fixed Income
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
-
VideoTen for 2022: Anthony Tutrone on Alternatives
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
