All Portfolio Management articles – Page 3
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White papersNet Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papersBeyond the Traditional: Uncovering the Value of Investing in Specialized Real Estate Properties
The concept of diversification is essential to investment portfolios. Diversification involves investing in a variety of assets to reduce risk, while increasing potential returns.
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White papersOpportunity in the Private Equity Liquidity Squeeze
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers
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White papersDeploying AI in Investment Applications: Three Case Studies
There are different ways to apply AI to portfolio management processes. We discuss three distinct approaches in fixed income, hedge funds and equities.
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PodcastRiding the Curve: A Sprint or a Marathon?
Recorded on August 23, 2023, this conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations associate manager, share their thoughts.
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White papersDo better volatility forecasts improve risk-based portfolios?
MARS, our Multi-Asset Research Series, focuses on complex topics in the realm of multi asset to bring quantitative investment research back to Earth. This third edition completes our previous research on range-based volatility measures – or models that account for intraday patterns – by asking if such measures could improve the return profile of a risk-based portfolio.
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White papersThe Consumer and the Stock Market
As the “wealth effect” is driven less by house prices and more by investment markets, it may change our views on asset valuations and portfolio construction.
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VideoMeet the Manager: Orla Garvey
In our latest manager profile, Orla Garvey, Senior Portfolio Manager, reflects upon her career beginnings, explains why a healthy amount of humility goes a long way in her role, and offers her take on the macroeconomic outlook for the remainder of the year.
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White papersFour critical elements for asset managers to meet the biodiversity challenge
Our biodiversity system is deteriorating at an alarming rate and its loss is causing damage not only to the natural world but to the wider planet, society, and the global economy.
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White papersGlobal Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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VideoMegatrends – Quality
(2:06) Client Portfolio Manager, Nicole Vettise asks why quality is more important now than ever for equity investors.
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VideoMegatrends – Value
(1:58) Client Portfolio Manager, Nicole Vettise examines the opportunities for value style equity investors in the current environment.
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VideoMegatrends – Non-US
(2:26) Client Portfolio Manager, Nicole Vettise considers why looking outside the US to regions like Japan could yield fresh opportunities.
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White papersThe case for commercial real estate as part of a well-diversified portfolio
The investment landscape has been significantly impacted by the shift in the Federal Reserve’s (Fed) monetary policy beginning in March of 2022.
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VideoIntroduction to the Neuberger Berman US Long Short Equity Fund
(2:03) In this short video, Portfolio Specialist Kelly McMahon introduces the Neuberger Berman US Long Short Equity Fund, highlighting alpha opportunities on both the long and short side of the portfolio.
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VideoIntroduction to the Neuberger Berman Uncorrelated Strategies Fund
(3:05) In this short video, Senior Portfolio Manager Fred Ingham introduces the Neuberger Berman Uncorrelated Strategies Fund, outlining why he believes allocating to a truly diversifying set of hedge fund strategies is key to investing in the asset class.
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White papersLessons from the Boxing Ring
Wai Lee, co-head of Systematic Research at Allspring, explains how investors can learn from the boxing world to determine the combination of portfolio techniques that fits their needs and may help reduce portfolio risks.
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White papersWhat to Expect When Expecting A Recession: A CIO’s Guide to Interpreting the Probability of Recession (PGIM IAS, June 2023)
Recessions are a regularity of the economic landscape. While each recession has its own unique set of characteristics, recessions share common attributes with implications for portfolio construction and asset allocation decisions.
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PodcastMegatrends: Personalized Investing
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
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White papersAugmenting Investment Decisions with Robo-Advice
We study the introduction of robo-advising on a large representative sample of Employee Saving Plans. Differently from many services that fully automate portfolio decisions, our robo-advisor proposes investment and rebalancing strategies, leaving investors free to follow or ignore them. We investigate the resulting human-robot interactions and show that with the robo-service investors increase their attention to the portfolio, their investment in the plan and their equity exposure.
