All Strategies articles – Page 15
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White papersNeuberger Berman Private Markets: Q4 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of the private equity markets and an outlook based on trends in the marketplace.
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White papersScaling SDG investing: Partnering to shape the future of outcome measurement
Sustainable Development Investments Asset Owner Platform (SDI AOP) has just released their Outcomes dataset, a new data solution that enables investors to track how investments are contributing to sustainable outcomes over time. We look back at how their work has evolved over the last decade when PGGM initially developed the SDI framework with APG to align investments with the United Nations Sustainable Development Goals (SDGs). The work has and continues to facilitate greater transparency and comparability among investors.
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White papersDiversions Ahead: Finding Resilience in the Next Chapter
The US economy is resilient and appears to have reached a healthy equilibrium, but US policy shifts are on the horizon and may alter the balance.
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White papersWhere Do Private Assets Fit in an Insurer’s Liability Profile?
In an investment regime that could see lower risk-adjusted returns on public credit, private credit’s potential is becoming increasingly attractive to insurers—and was a major talking point at AB’s recent European Insurance Forum. Insurers are warming to the attractions of private assets. But how can they use them to best effect?
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White papersTop ETF misconceptions debunked
To maximize the benefits of the ETF wrapper, it is vital to appreciate how, when, and with whom to trade ETFs. We dispel common myths and explain how a deeper understanding of the ETF ecosystem can assist clients in achieving best execution
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White papersCoping with market downturns
The 2025 market landscape has been shaken by aggressive U.S. trade policies, sparking global retaliation and heightened fears of recession. Despite sharp volatility and a dip in investor confidence, historical trends show that disciplined, diversified investors are often rewarded over the long run. Staying invested through downturns remains a proven strategy to capture the powerful recoveries that typically follow.
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White papersMarkets shaken by new US tariffs as growth expectations deteriorate
US President Donald Trump announced a wave of new tariffs on 2 April, which he branded ‘Liberation Day’, arguing they would help boost the US economy. Trump introduced a new baseline 10% US tax on goods from all countries and higher reciprocal tariffs for nations which the US government believe have high barriers to US imports. The US government is expected to impose the reciprocal tariffs on around 60 of the “worst offenders” from 9 April.
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White papersM&A Renaissance. Exploring Fixed Income Opportunities
M&A activity, which is growing among IG and HY issuers, is driven by expectations of lower funding costs and a weak macroeconomic environment. This trend, which is set to strengthen, generates investment opportunities in new bond issues, often priced at a discount, to be evaluated with rigorous analysis to select the most promising opportunities.
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White papersThe Endowment Model Reimagined
The endowment model defined the “art” of portfolio management, but now it needs to adopt the latest “science.”
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PodcastIt’s April: Time to Talk Taxes
As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for amid this volatility? And how can investors use tools like tax-loss harvesting and direct indexing to maximize their portfolios?
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White papersThe Storm Before the Calm
The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.
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White papersLDI differentiator: the implementation manager role
This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI portfolio framework. Here we look at the benefits of employing an implementation manager.
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PodcastTalking Heads – Thinking about diversification? Try asset-backed securities
European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt.
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White papersBarings Closes on More Than $2.5bn for Its Portfolio Finance Strategy
Dadong Yan, Head of Portfolio Finance, spoke with Private Debt Investor about Barings’ portfolio finance strategy, which provides insurance companies and other institutional investors access to first-lien, investment grade private credit, while seeking to preserve capital and generate alpha.
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White papersGenAI heralds potential revolution in productivity
Productivity growth across the world is in decline. However, the boom in Generative AI heralds a potential revolution in productivity – in areas such as customer operations, marketing and sales, and software engineering. How should EM investors respond?
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White papers“Wait and Worry” or “Wait and See”?
U.S. consumers aren’t happy, but U.S. executives don’t share their gloom.
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White papersA World in Flux: Managing Evolving Risks in Equity Markets
Risk management is being put to the test in 2025. How can equity portfolio teams cope with multiple hazards across equity markets this year?
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White papersFrom Trade Wars to Energy Security: Mega-Force Manifestations
The effects of mega-forces are turning up in recent policy and geopolitical developments.
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White papersNavigating climate risk: Solvency II revision, stress tests and strategic adaptation
A critical challenge: climate change represents a major challenge for insurers, driven by the increasing frequency of natural disasters and the need to manage risks associated with the transition to a low-carbon economy.
