All Strategies articles – Page 14
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VideoOpportunities Within Commodities
(4:54) In this short video, Portfolio Manager Hakan Kaya reviews the opportunities within commodities and introduces the Neuberger Berman Commodities Fund.
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White papersGoing Back to Base
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
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White papersRate Reduction Bonds - Finding Value in an Esoteric Market
Born out of deregulation in the 1990s, rate reduction bonds (RRBs) are increasingly used by utilities to fund costs associated with natural disasters and help fund the transition to clean energy. Securitized by fees charged to a utility’s customers, they typically provide predictable cashflows and are of generally high credit quality.
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White papersA Triumvirate of Macro Mega-forces
Deglobalization, a shrinking working-age population and climate change are set to define the strategic investment outlook. Much is written on these topics individually, but their economic impact is most clear when they act in concert to imply the same directional outcome for macro variables.
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PodcastIndependence Day 2023: A Look Across U.S. Municipalities
Dennis Derby and Christine Collins discuss the upcoming Fourth of July holiday and specific reasons for investors to celebrate muni investing in the U.S.
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White papersAs carbon-intensive sectors retreat, what equity opportunities lie ahead?
With the energy shock subsiding and the climate transition back in focus, what potential equity upside might companies aligning to net zero offer investors? Forecasting how a carbon-constrained economy would impact businesses’ growth, earnings and valuations, we gain insights into how firms that are genuinely decarbonising could benefit performance.
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VideoSecular Outlook 2023 – Asset class convictions for the next five years
Luca Paolini, Chief Strategist at Pictet Asset Management, explains what may drive financial markets over the next five years
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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 papersClimate Facts: Climate Change is Here and It’s an Investment Issue
The facts about climate change and the unique opportunities for bond investors. The future won’t wait. Start your transition today.
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White papersClimate Bond Investing: Reduce the Carbon, Fund the Transition
We believe climate change is one of the biggest risks in investment portfolios today. But, with this risk also comes tremendous investment opportunity, as the economy reworks against the impact of climate change.
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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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VideoIf you want to go far, go together: UK Nature Impact Strategy
Ahead of the launch of the Federated Hermes UK Nature Impact Strategy, Eoin Murray, Head of Investment, walks us through the thesis that underpins the strategy’s approach to net zero and nature, and explains why partnering with leading environmental impact investment advisor Finance Earth will take the strategy the extra mile.
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White papersAllspring Climate Transition Fixed Income Strategies
As the world transitions towards net-zero emissions, Allspring’s clients increasingly want to decarbonise their assets. We explain how our climate transition strategies enable this.
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White papersTurning Less into More: How to Improve Equity Outcomes by Reducing Risk
In a world of macroeconomic and market uncertainty, the fear of losing money may deter investors from seeking to capture equity return potential. Is there a way to stay confident when volatility strikes?
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PodcastCoastal Marinas: Charting a Course for Growth
Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressive platform for owning and operating marinas in Charleston, SC, and how Barings has partnered with them along the way.
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White papersUnderstanding the Breadth of Investment Opportunities in Capital Solutions
Capital solutions constitute an increasingly popular investment category that seeks to provide equity-like returns with less correlated market risk throughout the credit cycle.
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White papersMeet the Manager: Sandy Pei
In this latest manager profile, we spoke with Sandy Pei, Portfolio Manager for the Asia ex-Japan and China Equity strategies, to learn more about her career beginnings, the team’s value-conscious approach to investing, and why she likens fund management to treasure hunting.
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PodcastCanaries in the Liquidity Coal Mine
Trevor Lavin and Kevin Kneafsey discuss how liquidity stress is playing out in the markets and how it can have profound impacts on all of your investments.
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White papersBlack Book: A Painful Epiphany
The shock of 2022 was that bonds didn’t diversify equity risk. The extreme positive correlation of that year might not persist, but we show that for most of the past 250 years, a slightly positive correlation has been the norm. While it’s hard to identify the consistent forces that have driven this relationship over such an extended period, both the level and volatility of inflation point to the stock-bond correlation remaining in a range from zero to slightly positive.
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White papersConnecting the Disinflation Dots in Multi-Asset Strategies
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
