All Strategies articles – Page 8
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White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – June 2025
Risk assets produced mostly positive performance in June as investors demonstrated renewed focus on AI related themes, the easing of Middle East tension, as well as some market short covering across momentum factors. Expectations for a more dovish US Federal Reserve also provided a boost to market sentiment. The Dow Jones Industrials, S&P500 and the NASDAQ had positive performance. In Equity / Hedged, US Equity Hedged strategies generally produced positive returns.
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White papersWhy the construction of a Cashflow Driven Investment strategy is key
Within any portfolio, getting the construction right is an important element to ensuring that the objectives and aims are met. For Cashflow Driven Investment (CDI) strategies, this is particularly true given their long-term horizons and often tailored fixed income allocation.
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PodcastFrom Forecasts to Facts: Revisiting 2025’s Investment Themes
With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year’s midpoint, Neuberger Berman’s senior investment leaders reconvene to assess the predictions made in our annual “Solving for 2025” outlook.
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White papersUK Real Estate: Talking Points July 2025
Welcome to our quarterly snapshot of real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersU.S. CRE deal volume up 7% in 2Q 2025
U.S. CRE deal volume rose 7% in Q2 2025, driving a 13% year‑over‑year increase led by strong office, industrial, and retail activity.
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White papersCross Asset Investment Strategy - July-August 2025
“While the OBBBA’s tax cuts may stimulate the US economy in the short run, rising trade tariffs this summer could limit gains. The bill also heightens medium-term growth risks.”
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White papersThe Hidden Edge: Why Granular European Assets Hold the Key to Outperformance
In today’s complex and fragmented European real estate market, opportunities are available if you are able to recognise them and are willing to do the hard work. But to see and recognise them you need to have your “boots on the ground,” your “hands on the data,” and your “head in the realities of the local market’s engine rooms.” In Germany, particularly, I’ve come to see that the greatest value is not just found but created, through rigorous granular origination and disciplined active asset management. That is the strategy we’ve embraced at Arrow Global, and it’s one I believe that offers the best chances of value creation.
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White papersGlobal Risks 2025 Midyear Update
In our Global Risks 2025 Midyear Update, our Macro Strategy team outlines four key topics that could shape investment conditions ahead—from tariffs and trade tensions to monetary policy shifts and the U.S.-China relationship. The update provides key macroeconomic forecasts across the U.S., Eurozone, UK, Japan and China—plus timely insights on fiscal stimulus, inflation risks and geopolitical fragilities.
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White papersJapanese equities: Learning to navigate a new equilibrium
The Japanese equity market has largely drifted sideways over the past 12 months, following a powerful run in 2023 and early 2024.
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White papersLDI H2 Outlook
In the current market phase, one common feature within LDI players has been to adopt a cautious approach towards the long end of the curve. In fact, the magnitude of the global yield curve steepening trend seen across major developed markets, driven by monetary policy, growth, and fiscal sustainability, coupled with supply/demand, has proved to be a fundamental disincentive to buy long dated assets, and this trend is expected to continue.
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White papersBuilding advantage: Finding a competitive edge in European high yield real estate debt
While opportunities in European high yield real estate debt remain, growing competition underscores the need for deep market expertise, a robust underwriting framework, and disciplined deal selection to identify and capture resilient value.
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White papersPositioning for tomorrow: Top 10 with… Interview with Edoardo Rulli
The hedge fund industry has entered a new chapter. Against a backdrop of elevated volatility, macroeconomic divergence, and shifting liquidity conditions, investors are increasingly turning to hedge funds as a potential source of resilience and return.
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White papersThe strategic value of allocating to high yield
Financial markets have navigated an exceptionally turbulent period over the past five years. Severe shocks have included the global pandemic in 2020, aggressive rate hikes by central banks in 2022 and the imposition of tariffs in 2025. Despite these significant disruptions, the high-yield (HY) market has demonstrated remarkable resilience, emerging as the best-performing fixed income sector by a substantial margin.
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VideoWhat sets quant apart from traditional investors?
In this video, Daniel Mahr explores the divide between traditional stock picking and algorithm-driven strategies.
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White papersEM in trade finance: unmet demand and alpha potential
Emerging markets provide an ideal investment environment for trade finance, connecting underserved areas with a vital source of alternative capital, while potentially offering investors a compelling mix of risk and return.
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White papersAsset Allocation Committee Outlook: 3Q 2025
That was a tumultuous quarter. Since April, the global economy and markets have faced the U.S. administration’s erratic tariff policy, broader trade tensions, fiscal concerns and flare-ups in geopolitical risk, all resulting in widespread volatility and economic uncertainty. And while many of these catalysts may ultimately have material economic and financial impacts, both macro data and risk markets have shown notable resilience, and “looked through” this uncertainty, a theme that we introduced in our last quarterly outlook.
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White papersKeeping it “Real”—The Case for Natural Resource Equities
Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.
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White papersCRE total returns rise in 2Q25
Commercial real estate total returns rose 1.03% in Q2 2025, marking a fourth straight quarterly gain driven by stable income returns and signaling the market’s strongest position in three years.
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VideoMarking four years of Sustainable Global Equity
Four years in, our Sustainable Global Equity team reflect on where they see value in the portfolio, why they think sustainability remains as relevant as ever, and the key themes guiding the strategy for the years ahead.
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White papersScenarios for a fragmented world
The world is at a geopolitical crossroads, as one of the major pillars of the existing global order—the United States—has begun to question the foundational assumptions of that system. Although the global order began to unravel following the 2008 financial crisis, successive US administrations—including President Biden’s—sought to uphold the existing framework through traditional alliances.
