All Strategies articles – Page 16
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White papersSimply Put(Writing)
PutWrite strategies can improve the risk-return efficiency, liquidity, flexibility and cost-effectiveness of investor portfolios.
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White papersIs There a New Market Context to the Case for Private Assets?
The reallocation from public to private markets has been one of the most significant portfolio rotations of the past decade. After a 2022 that saw a rapid sell-off in public equity and debt markets, some asset owners—such as many US state pension plans—find themselves overweight private assets versus targets.
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PodcastPAT Cast #13: MIPIM Special: Judging value in a volatile real estate market
MIPIM, one of the world’s leading real estate conferences, brings together the most influential players from all international property sectors.
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White papersPM Spotlight: A World of Experience in Managing Portfolios
Read this issue of PM Spotlight with Alison Shimada, head of the Total Emerging Markets team. Her diverse international background adds deep perspective to managing emerging market equity portfolios.
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White papersClimate Transition: Burning Questions for Credit Strategies
Transitioning the global economy to net-zero emissions presents a significant challenge, but it also offers an opportunity for fixed income investors—in energy, utilities, and beyond.
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White papersTime Series Forecasting with Transformer Models and application for Asset Management
Since its introduction in 2017 (Vaswani et al., 2017), the Transformer model has excelled in a wide range of tasks involving natural language processing and computer vision.
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White papersFactoring Next-Gen Inflation Resilience into Multi-Asset Strategies
In a changing world, multi-asset strategies need to evolve, especially when building inflation resilience, because tomorrow’s price pressures will likely look very different from today’s. Not only must inflation defenses be diversified, they should also be innovative.
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White papers*Allocating to private assets in open-ended funds*
Private assets such as private equity and private debt have come to the fore as a viable alternative for investors looking for returns that were not available in public markets. Investing in private assets may involve concessions on the liquidity of the investments, but their illiquidity premium and the breadth of the asset class can be seen as offsetting factors.
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White papersNASDAQ-100 Index Call Writing Overlays
Monetizing Low-Cost Basis Stock Positions while Preserving Long-Term Stock Alpha
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White papersMerger Arbitrage Investing: When Deals Fall Through
Why we believe a recent failed acquisition is a reminder to think twice about systematic approaches to merger arbitrage.
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VideoInvestment Playbook for 2023
In this short video, Niall O’Sullivan, Chief Investment Officer, Multi-Asset Strategies EMEA, recaps Neuberger Berman’s investment playbook for 2023.
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White papersNB Votes: The 2022 Proxy Season
In this challenging economic environment, we believe that quality corporate governance is crucial to creating shareholder value—and that active investment managers have a vital role to play on behalf of their clients.
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White papersCarbon credits: reinforcing quality for impact and returns
High-quality carbon credits offer a critical tool for channeling much-needed finance to protect and restore nature, and to create sustainable livelihoods for Indigenous and local communities. Following contentious press coverage in recent weeks, we highlight important actions being taken to enhance the ability of carbon credits to meet these challenges.
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White papersCurrency hedging policy for institutions
“Investors should focus on currencies as a potential source of return and risk diversification for a portfolio.”
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White papers60/40 portfolios: end of the road?
Multi-asset investors face an inevitable question after an historic, and painful, year for equities and fixed income: has the 60/40 portfolio run out of road?
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VideoSmall Caps: Why Active Management Matters
The size and diversity of the small-cap universe, combined with a lack of sell-side research, presents a compelling opportunity for active managers with strong, bottom-up stock selection capabilities.
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PodcastWhat to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes.
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White papersHow liquid is the green bond market?
The green bond sector has grown to be a $1trn-plus investable market that has seen a sharp uptick in diversification on the credit side and an increasing number of sovereign issuers.
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White papersHow to Calculate the Most Important Number You Need to Know
For better or worse, the path of this year’s U.S. Consumer Price Index will determine the level of markets.
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White papersThe low volatility anomaly – Still going strong after 50 years
Half a century ago, it became clear that investing in higher risk equities is not necessarily rewarded with higher returns. This low volatility anomaly goes against the traditional belief that there should be an extra reward for taking more risk. The anomaly persists to this day. There is now a range of investment strategies seeking to capture the benefits of the anomaly, including our own.
