Outlooks – Page 44
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How can we make agriculture more nature-friendly?
It’s time to rethink our current wasteful and unsustainable farming practices. As part of the evolution towards a circular bio-economy, we need to replace toxic and inefficient methods that deplete nature in favour of regenerative agriculture, precision farming and nature-positive techniques.
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An Eventful Time for Event-Driven Investing
In a tough market environment, we believe company management teams and boards have to be more creative, daring and decisive; seeking event-driven opportunities is all about finding those taking the most impactful action.
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A dovish pivot from the ECB: Euro bonds back in focus
The ECB has reiterated its strong commitment to fighting inflation, which it says remains ‘far too high’ and will stay above target for an extended period.
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Four reasons why social investing will be a driver of long-term sustainability
When it comes to environmental, social and governance (ESG) investing, the spotlight has historically shone brightest on the ‘E’ – especially in recent years as attention has intensified on the climate emergency.
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How companies can rethink how they address social issues
The environment has been at the forefront of ESG for years due to the nature of the challenges faced by the planet – the governance pillar, meanwhile, has endured and toughened as those challenges emphasise the need for robust executive oversight. Social has lagged behind. The pillar has proven difficult to define and the reporting process continues to be obscure for issuers.
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Is social the most important part of ESG investing?
Economics is a social science. It is the study of how people collectively manage scarce resources to generate goods and services that satisfy basic and other needs – and businesses are key building blocks of the economic and social ecosystem.
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The unequal impact of inflation: How governments are responding
Inflation has risen to multi-decade highs in most international economies, both developing and emerging. Most recently it has been driven by Russia’s invasion of Ukraine, which has significantly impacted food and energy prices. However, beyond the headline measures of inflation, the effect of rising food and energy prices typically has a greater impact on lower-income countries, households and individuals.
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Global Investment Views - November 2022
Central banks (CBs) are trying to work out how far they should go in terms of their aggressive tightening talk. We see four main factors to consider when assessing whether we will see pivots from CBs: (1) The still strong job market does not support a shift in stance from the Fed.
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Assessing Asia’s macroeconomic sustainability
How do macroeconomic fundamentals in Asia measure up relative to other emerging markets in the current context of tighter US monetary policy? Asia ex-Japan stands out compared to other emerging markets (EM) in terms of economic resilience, boasting higher growth prospects and more contained inflation, for instance.
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Not in Kansas Anymore
Investors navigating daily market volatility must come to terms with rising risks that we are entering a very different world.
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EM Equities: Is the Bear Market Closer to the End?
A number of the headwinds facing EMs are already reflected in company valuations—and some are even beginning to fade, suggesting that EM equities may be close to a turning point.
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COVID Restrictions in China Likely to Last Well Into 2023
There are three appropriate off-ramps policymakers could take to move away from the policy without creating further disruption, but even then progress toward a full end to restrictions will likely be protracted and won’t come until later in 2023.
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How the Robot Revolution Will Supercharge Productivity (Part I)
What will happen to human roles and employment in this automated future? Which countries or industries will benefit the most?
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Is This ‘Nightmare on Wall Street’ Coming to an End?
Do corporate earnings disappointments signal a weaker economy and easing inflation pressures, which could end this scary market—or are there more twists to come?
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Higher Prices Haven’t Spooked U.S. Consumers Yet
Solid U.S. retail sales and better-than-feared Q3 earnings suggest slowing but still-resilient consumer spending, which should support core inflation and keep the Fed on a hawkish path. Notable U.K. leadership changes gave markets a reprieve, though policy direction is uncertain.
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If Tom Hanks in “Cast Away” had the new iPhone
As demand for connectivity rises across the globe, we believe an increasing range of options for satellite communication will emerge.
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Asset Allocation Committee Outlook: 4Q 2022
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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Thinking Strategically About Commodities
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
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Five challenges for net zero investing
The Intergovernmental Panel on Climate Change gave the world a stark warning in 2018 of the dangers of failing to limit the global temperature rise from climate change to 1.5 degrees.