All Strategies articles – Page 38
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White papersDividend Investing: Broader Is Better for Multi-Asset Strategies
Investing in dividend-paying stocks has proved to be a helpful strategy, outperforming global markets over the long term. But their returns can fluctuate, with outcomes influenced heavily by market conditions and stages of the business cycle.
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White papersFixed-Income Outlook: Getting a Grip in Slippery Markets
Market twists and turns challenged fixed-income investors in the first quarter, as markets responded to swings in economic and inflation data and central banks struggled to control the wheel. Then, in March, the collapse of two large commercial banks triggered a significant repricing of risk and sent markets into a skid. Below are our key takeaways, as well as strategies for gaining traction in uncertain conditions.
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White papersLow risk equity strategies without interest rate sensitivity
Many low risk equity strategies, e.g. minimum variance strategies, exhibit a negative exposure to changes in interest rates which can be explained by their strong overweight in interest rate sensitive sectors such as utilities. These sector biases are, however, not needed.
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PodcastThe Deal or No Deal of Event-Driven Investing
Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades.
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White papersWhat the banking sector turmoil means for tech, monetary policy and investors
Markets have experienced a wave of volatility in the wake of the failure of Silicon Valley Bank (SVB) and UBS’ takeover of Credit Suisse. Concerns have understandably risen over the health of the wider banking and technology sectors and some commentators have drawn comparisons to the 2008 financial crisis.
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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 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 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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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.
