All Strategies articles – Page 22
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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.
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VideoWho’s Afraid of an Inverted Yield Curve?
The current slope of the US Treasury yield curve is inverted. Two-year yields are higher than 10-year yields, and to us that means that investors are focused on a few things.
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White papersMulti-asset allocation in anticipation of a soft-landing
The performance of both equities and bonds in 2022 tested the resilience of multi-asset strategies and suggested it might be time to rethink how portfolios are structured. This quarterly edition of Simply put questions claims that the 60/40 portfolio is dead and examines whether the unfolding global recession is likely to result in a soft or a hard landing.
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White papersOur investment teams on the key themes for 2023
In our 2023 Outlook paper, we look back on last year and outline the key themes that could shape markets in the year ahead.
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White papersWhen Factors Rhymed
It’s been said that “History doesn’t repeat itself, but it often rhymes.” We believe 2022’s factor performance rhymes with several periods in recent history. What message does that send to investors?
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White papersAlways, Sometimes, and Never
MACRO MATTERS: In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersEscape From Flatland
A two-dimensional, return-and-volatility view of investments may not allow you to see important risks.
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White papersAlibaba case study
We have engaged extensively with Alibaba on corporate governance, ESG strategy and reporting, and are pleased to see various improvements. There remain important areas of further engagement, including on governance: separation of the chair and CEO, appointment of a lead independent director and improved board director engagement with minority shareholders.
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White papersA fresh look at thematic investing
Thematic strategies have had a challenging time in 2022, with many factors combining to unsettle markets. Higher inflation, greater geopolitical risks, and uncertainty about the economic outlook have affected the valuations of many companies we believe will benefit from key long-term trends. In our view, their prospects are undiminished.
