Outlooks – Page 105
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White papersMarket Volatility | Closing Bell Insights
On this episode of Closing Bell Insights, Stephanie B. Luedke, Head of Private Wealth Management joins Joseph V. Amato, President and Chief Investment Officer of Equities, as he shares an update on the current equity market environment and discusses what to potentially expect from an economic “restart”.
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White papersEuropean private debt: shifting dynamics
This paper examines the main sources of deal flow across Europe’s broad and dynamic private debt markets in 2019, highlighting some of the key observations or themes influencing deal activity in different parts of the market. It discusses the broad themes that we believe are key to investing in private debt and can help well-positioned lenders access and align opportunities that can deliver the specific outcomes sought by investors. The Covid-19 pandemic has created unprecedented uncertainty, but even during this time it’s important not to lose sight of the long term.
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White papersOil: Demand on Remand
Mark Lewis, Global Head of Sustainability Research and Richard Barwell, Head of Macro Research at BNP Paribas Asset Management discuss the potentially lasting impact that Covid-19 and global lockdown is having on oil demand:
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White papersYesterday’s News & Tomorrow’s Guidance
The U.S. Q1 GDP advance estimate will show the pandemic’s economic impact, with Q2 expected to be worse, Markit flash PMIs indicate global economic conditions are deteriorating, and Congress struck another deal to replenish the small business aid program.
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White papersFixed Income View: A Crisis Like No Other
John Beck, our Director of Fixed Income, London, provides his view on investors being risk-averse and seeking safety vs opportunistic.
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White papersCoronavirus – Weekly update – 22/04/2020
Over the last week, the worldwide number of COVID-19 cases has continued to climb, reaching over 2.5 million, while deaths now number almost 180 000. One striking feature of the trajectory of the virus and the evolving public health response is the divergent trends across countries and continents that have appeared in recent days:
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White papersSize matters: Will COVID-19 lead to a concentration of corporate power?
The fallout from the coronavirus pandemic could see large firms cement their dominance over weaker rivals. We examine the implications for investors.
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White papersPerspective on Private Credit
Listen to David Lyon as he discusses the current dislocation in the credit markets and the types of investment opportunities that may emerge as a result.
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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 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 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 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 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 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 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.
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White papersLife beyond lockdown: how the coronavirus will accelerate existing global trends
As we navigate the ever-changing landscape of the coronavirus, the world is changing. Will the shifts in our way of life being introduced as part of the fight against the virus accelerate industry trends that were already underway?
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White papersCoronavirus Crisis: Impacts And Implications For Emerging Markets
After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be building in several EM and frontier countries. EM and frontier countries may be able to benefit from the experiences and best practices then put in place in countries affected by the pandemic earlier.
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White papersFixed Income Market Update: A Lower Volatility Environment
Ashok Bhatia, Neuberger Berman Deputy Chief Investment Officer - Fixed Income, discusses the decline of fixed income market volatility in April and provides an update on where his team is finding value across the fixed income markets.
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White papersReimagining Handshakes For The Global Recovery
Crisis data is almost always lagging, so investors should focus on the psychology of getting back to normal.
