All Strategies articles
-
White papers
Cross Asset Investment Strategy - March 2024
“While we expect the Fed, Bank of England and ECB to start rate cuts around June, we will keep an eye on the pace of disinflation for any surprises.”
-
White papers
The Credit Opportunity in M&A
In an environment of tight spreads and low volatility, we believe the reemergence of mergers and acquisitions can be a source of idiosyncratic alpha in credit markets.
-
White papers
How distressed debt can help spread risk and diversify returns
In 2024, there are multiple macroeconomic and geopolitical challenges that are likely to continue to impact global markets. At the same time these challenges are likely to lead to a rich opportunity set for a special situations investment strategy.
-
White papers
Global Equity ESG, Annual Report 2023
The Global Equities team has demonstrated a history of innovation over 15 years of investing, and 2023 was no exception. In our most recent annual report, we introduce the new iteration of our QESG score, based on our pioneering research into ESG and the unique insights of our EOS team.
-
Podcast
BDCs: The Cyclical & Structural Outlook
Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private credit asset class. Barings’ Matthew Freund discusses the cyclical and structural trends shaping the market opportunity today.
-
White papers
Staying vigilant in Buy and Maintain credit portfolios
Buy and Maintain credit portfolios are often - and wrongly - thought of as being sleepy, ‘set-and-forget’ investment vehicles. But this is not the case; they are very much actively managed strategies with a long-term focus.
-
White papers
Why Asia Matters
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
-
White papers
China Numbers that Count
Andy Rothman reviews data points that offer insights into the coming quarters.
-
White papers
Strategic Asset Allocation: Balancing Art and Science
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Ruth Farrugia, Global Head of Insurance Asset Management at MIM, to discuss strategic asset management for Insurance Companies.
-
White papers
Demystifying co-investment
Why co-investment is an attractive alternative to traditional private equity vehicles.
-
White papers
Consider This: Canals are becoming chokepoints
The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.
-
White papers
Measuring climate alignment, one temperature at a time
Decarbonisation investment strategies cover many realities on the market as building a portfolio of companies targeting net zero requires specialist analysis while lacking industry standards. What temperature alignment method does LOIM use to differentiate between companies that are on ambitious and credible decarbonisation trajectories and those that are climate laggards?
-
White papers
Winds of change: Refining the fixed income playbook for 2024
Christy Tan, Investment Strategist at Franklin Templeton Institute explores frameworks that assess the risks and opportunities in different investment pathways, encouraging the building of portfolios oriented around agility, resilience, and growth while navigating the uncertainties and opportunities in global fixed income landscape.
-
White papers
Consider This: Demographics and long-term growth
Conventional wisdom points to young demographics being a driver of economic growth. The reality is more complicated.
-
White papers
World Brands: how to hold on to pricing power?
At World Brands, we strive to achieve long-term, compounded returns by investing in high-quality companies with leading brands, technologies or digital platforms that dominate throughout market cycles. These competitive edges are hard to replicate and frequently give companies the advantage of pricing power – the ability to raise prices ahead of inflation without sacrificing market share.
-
White papers
Global Infrastructure 2.0: A Core Plus Strategy for the Mid-Market
Essential services like water, electricity & connectivity drive infrastructure’s strength. Global 2.0 strategies prioritize downside protection & sectors like digital & renewables for long-term impact.
-
White papers
Make time work for you: Comgest Europe Compounders strategy
Time is money. It also has the power to erode value. But what if you could harness this natural force and turn it to your financial advantage?
-
White papers
The Destination, Not the Journey
Interest rate expectations are volatile right now, but focus on the fact that almost everyone agrees rates have peaked and their next move is down.
-
Video
2024 Capital Market Assumptions
Neuberger Berman’s 2024 Capital Market Assumptions provide investors with forward-looking return and risk estimates for the major asset classes, across multiple geographies, agnostic of any tactical views or alpha-generating potential.