All Strategies articles – Page 5
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Video
Megatrends – Value
(1:58) Client Portfolio Manager, Nicole Vettise examines the opportunities for value style equity investors in the current environment.
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White papers
PM Spotlight: From Math Whiz Intern to Head of Systematic Options
Megan Miller, head of Systematic Options, is living proof that investment in interns can yield big returns. Read about Megan and her views on the options market in this issue of PM Spotlight.
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White papers
A deeper dive into investor engagement with Japanese corporates
Investors in Japanese equities who have earned their credibility through a deep understanding of Japan’s cultural and corporate landscape could find themselves in a unique position where they may add value to companies through engagement. Here we look at two case studies.
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White papers
Global Investment Opportunities in The Energy Transition
To reach Net Zero and avoid the worst effects of climate change, the world needs to wean itself off carbon-intensive energy - fast. For this to be possible every country needs to undergo a complete change to the way it sources, produces and delivers energy. The clean energy revolution is likely to profoundly change the world, but what’s not so clear is exactly how and when these changes will occur. This makes the challenge for investors more acute.
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White papers
Macroeconomic and financial market forecasts - July/August 2023
Macroeconomic forecasts as of 17 July 2023
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White papers
Macroeconomics, Geopolitics, and Strategy - July/August 2023
The United Kingdom is the only advanced country with wage growth above core inflation, risking a wage-price spiral. Inflation is broad-based and expected to remain much higher than in the rest of the G7, above 6.0% in 2023 and well above 3.0% by end-2024. Growth will be flat at best, but all risks point to the downside.
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Video
A tale of two indices
In our latest video insight, Fraser Lundie, Head of Fixed Income (Public Markets), shares his view on the diverging VIX and MOVE indices, and why he believes the market is at a turning point.
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White papers
Multi asset: taming of the skew
The return distributions for risk assets have taken on a positive asymmetry of late. This quarterly edition of Simply put asks what could trigger the normalisation of return asymmetry and what would the consequences be for risk-based investors?
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White papers
The Meaning Behind the Mean
The headline characteristics of today’s market obscure a wealth of opportunity, in both public and private markets.
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Video
Opportunities Within Commodities
(4:54) In this short video, Portfolio Manager Hakan Kaya reviews the opportunities within commodities and introduces the Neuberger Berman Commodities Fund.
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White papers
Going Back to Base
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
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White papers
A Triumvirate of Macro Mega-forces
Deglobalization, a shrinking working-age population and climate change are set to define the strategic investment outlook. Much is written on these topics individually, but their economic impact is most clear when they act in concert to imply the same directional outcome for macro variables.
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White papers
Rate Reduction Bonds - Finding Value in an Esoteric Market
Although not without risk, rate reduction bonds are high-quality bonds that offer a range of duration profiles and a notable yield advantage over other similarly rated securities.
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Podcast
Independence Day 2023: A Look Across U.S. Municipalities
Dennis Derby and Christine Collins discuss the upcoming Fourth of July holiday and specific reasons for investors to celebrate muni investing in the U.S.
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White papers
As carbon-intensive sectors retreat, what equity opportunities lie ahead?
With the energy shock subsiding and the climate transition back in focus, what potential equity upside might companies aligning to net zero offer investors? Forecasting how a carbon-constrained economy would impact businesses’ growth, earnings and valuations, we gain insights into how firms that are genuinely decarbonising could benefit performance.
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Video
Secular Outlook 2023 – Asset class convictions for the next five years
Luca Paolini, Chief Strategist at Pictet Asset Management, explains what may drive financial markets over the next five years
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White papers
Lessons from the Boxing Ring
Wai Lee, co-head of Systematic Research at Allspring, explains how investors can learn from the boxing world to determine the combination of portfolio techniques that fits their needs and may help reduce portfolio risks.
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White papers
Climate Facts: Climate Change is Here and It’s an Investment Issue
The facts about climate change and the unique opportunities for bond investors. The future won’t wait. Start your transition today.
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White papers
Climate Bond Investing: Reduce the Carbon, Fund the Transition
We believe climate change is one of the biggest risks in investment portfolios today. But, with this risk also comes tremendous investment opportunity, as the economy reworks against the impact of climate change.
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White papers
Alternative Allocations: The growth and diversification of secondaries
Secondary funds, commonly referred to as secondaries or continuation transactions, purchase existing interests from limited partners (LPs) or assets from primary private equity fund investors. Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow.