All Strategies articles – Page 29
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White papersHard and local currency bonds provide different routes to returns
Emerging market (EM) bonds are increasingly becoming a strategic holding for many investors but a key consideration in this is the different attributes of hard- and local currency-denominated bonds — the two broad sets of investments available in the asset class — and understanding the benefits each can bring to a portfolio.
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White papersMirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papersCross 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.”
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White papersThe 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.
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White papersAdapting to higher interest rates while optimizing prudential capital
As we enter 2024, the financial terrain remains shaped by high interest rates likely to persist at least through the first half of the year.
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White papersESG Thema #15 - Measuring the Biodiversity Footprints of Investments: An Assessment of the Metrics
The urgency and scale of biodiversity loss are exposing a high number of companies across sectors to significant financial risks. In this context, it has become increasingly necessary for investors to reliably assess the impact and dependence of companies on biodiversity.
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White papersExpanding the efficient frontier with natural capital investments
The combination of investment characteristics associated with institutional investment in timberland and agriculture offers a compelling rationale for their inclusion in larger multi-asset portfolios, and ultimately allows for the expansion of the efficient frontier, as determined by traditional mean-variance portfolio optimization.
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White papersHow 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.
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White papersGlobal 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.
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PodcastBDCs: 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.
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White papersStaying 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.
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White papersStrategic 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.
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White papersDemystifying co-investment
Why co-investment is an attractive alternative to traditional private equity vehicles.
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White papersDare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
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White papersGlobal 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.
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White papersMake 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?
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White papersThe 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.
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Video2024 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.
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White papersGlobal Sustainability Strategy – An update on how we deliver meaningful returns
The latest version of our Global Sustainability Strategy (GSS) updates our strategic approach to applying sustainability considerations to how we invest for clients and how we operate as an organisation. It includes areas where we have made progress since the first edition and our priorities for the coming two years.
