All Portfolio Management articles – Page 6
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White papers
Social impact: Testing a new opportunity for institutional investors
The drive to deliver net zero emissions by 2050 has hogged the responsible investment headlines. Institutional investors interested in environmental, social and governance (ESG) factors have rightly seen climate as a huge priority and there was a risk this might create ‘carbon tunnel vision’, relegating other concerns to the sidelines. Happily, things are changing.
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White papers
Private and listed infrastructure: The case for a complete portfolio
Investors appear to be struggling to deploy capital to meet existing allocation goals due to the challenges managers face in putting money to work in the private infrastructure market.
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White papers
Toning down the optimism of backtests
Past performance does not guarantee future returns. This statement is true of any strategy, be it of a systematic or discretionary nature. Systematic strategies seemingly provide a little more comfort in the form of lengthy historical backtests, which indeed never look bad.
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Webinar
The Credit Call: Unconstrained Credit, October 2022
Fraser Lundie, CFA, Head of Fixed Income – Public Markets, is joined by Orla Garvey, Senior Fixed Income Portfolio Manager and Vincent Benguigui, Senior Credit Portfolio Manager. The team touches on some of the key drivers that have shaped the Fund’s performance to date and why they feel that a dynamic allocation to credit is beneficial to unlocking future returns.
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Video
Niall O’Sullivan on Bloomberg TV: Energy Markets and the Global Economy
(10:29) Niall O’Sullivan CIO, Multi Asset Strategies – EMEA discusses with Francine Lacqua on Bloomberg TV, market reaction to recent oil price volatility, including broader economic and investment implications.
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White papers
Why hold Chinese bonds in multi asset?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine Chinese bonds to ascertain whether they warrant greater inclusion in multi-asset portfolios.
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White papers
Capital Commitment
Over ten trillion dollars are allocated to private market funds that require outside investors to commit to transferring capital on demand; most of these funds are Private Equity (PE). We show within a novel dynamic portfolio allocation model that ex-ante commitment has large effects on investors’ portfolios and welfare, and we quantify those effects.
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White papers
The Meeting Room: Asia ex-Japan, September 2022
Join Jonathan Pines and Sandy Pei for the latest Federated Hermes Meeting Room: Virtual Portfolio Briefing on Asia ex-Japan.
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White papers
Managing the Risks of a Low-Carbon Portfolio
We recognize that much of the world still runs on fossil fuel. However, we firmly believe investors can construct portfolios that substantially reduce their carbon footprints while retaining exposure to all sectors—including energy.
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White papers
Q&A: The asset allocation process of a long-term investor
Views from the TIAA General Account
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White papers
Time to refocus on bonds - Rethinking portfolios after the great repricing
Inflation has risen to levels not seen in 40 years, leading to a repricing of financial markets this year, which has been particularly severe in the fixed income space. Central Banks have already started to hike rates and turn to the hawkish side to avoid de-anchoring inflation expectations. The era of low or even negative interest rates is over.
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White papers
Portfolio Diversification Is Key To Weathering the Storm
In this Q&A, Ian Fowler discusses the benefits diversification and warns against an over-reliance on upper mid-market deals.
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White papers
The Case for Unconstrained Multi-Asset Portfolios: Navigating the Challenges of Public-Private Investing
As investors navigate the challenges of integrating public and private markets we believe a single, unconstrained multi-asset portfolio can deliver a more efficient and opportunistic solution.
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White papers
Value, Growth and the True Exposures in Your Portfolio
If your portfolio has fallen more heavily than you anticipated this year, it may be because it has become biased to growth stocks: a full analysis could help restore the balance—and the exposure to a more disciplined style of value investing—you intended.
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White papers
The Circular: Edition 2, 2022 | Keeping you in the sustainability loop
Diversity is an essential ingredient of both investment and life but, sadly, the Earth’s living asset base narrows by the day. Can investors help keep the diversified planetary portfolio alive? The Circular goes back to nature looking for uncorrelated solutions…
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Video
Building resilient portfolios amid inflation
After a thirty-year hiatus, inflation has become one of the main risks for investors to manage leading to other concerns that come along with uncertain markets.
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Video
Introducing the Neuberger Berman Next Generation Space Economy Fund
Senior Portfolio Manager Michael Barr introduces the Neuberger Berman Next Generation Space Economy Fund, outlining the focus and investment process adopted by the team managing the fund.
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White papers
Did You Miss the Commodity Boom?
Commodity prices are up substantially this year, but we believe structural supply and demand imbalances mean we are still in the early innings of this cycle.
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Video
NB Votes: Kei Okamura on Amada Co. Ltd.
Neuberger Berman expects company management to allocate capital to maximize long-term risk adjusted shareholder value. Learn more from Portfolio Manager, Kei Okamura, about our views on Amada at NB Votes.
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White papers
Drilling Down: Oil Production Scenarios Across Countries
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.