All United States articles – Page 19
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White papers
Macro Insights: Outlook for bonds brighter even as growth concerns linger
Markets rebounded in the fourth quarter of 2022, closing a year marked by high volatility as the US Federal Reserve (Fed) reset its monetary policy path.
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White papers
A Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.
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White papers
Equity Market Outlook 1Q 2023: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we wish we could report that a rebound appears just around the bend. Alas, we believe macroeconomic indicators offer little to cheer about in the first quarter of 2023—and perhaps through the remainder of the year.
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White papers
High Yield: A Compelling Risk-Reward Picture for Long-term Investors
Markets will likely remain on edge in anticipation of a central bank policy pivot, but high yield continues to present compelling total return opportunities for investors willing to ride out the volatility.
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Video
Who’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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Blog
Opportunities That Lie Beyond The Low-Default Era
The broad effects from the collective reduction in central bank liquidity will mark the end of the low-default era and the revival of a multi-year cycle.
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White papers
Mid-Cap ETFs’ Moment
Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.
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White papers
What do we Learn from a Machine Understanding News Content? Stock Market Reaction to News
Using textual data extracted by Causality Link platform from a large variety of news sources (news stories, call transcripts, broker research, etc.), we build aggregate news signals that take into account the tone, the tense and the prominence of various news statements about a given firm. We test the informational content of these signals and examine how news is incorporated into stock prices.
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Video
Neuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
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White papers
When 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 papers
2023 - a tough year ahead, but opportunities will abound
There can be little doubt that Europe, indeed most of the world, is facing challenging times. The global economic outlook has weakened due to a long list of economic, geopolitical, pandemic- and climate-related headwinds.
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White papers
IG Credit: Well-positioned in a Challenging Environment
In a potential recessionary environment, robust company balance sheets and normalizing yield levels are creating a compelling case for IG corporate credit.
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White papers
Prospects for emerging equities are encouraging
Next year is likely to be a relatively lacklustre one for global equities. But that would still be a major improvement on the dismal 2022.
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Asset Manager News
How FileCloud and Fine Grain are building brighter futures in Limerick
Property is a people business. The bricks, mortar, glass and steel of our modern, spacious facilities form the bones around which we build our world-class workplace community, but it’s the people who work there that make them what they are.
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Asset Manager News
Ivanhoe Cambridge Announces 1.2 million Square Foot Lease Extension at 1211 Avenue of the Americas in New York for Fox Corporation and News Corp
Ivanhoé Cambridge announced today that Fox Corporation and News Corp have signed separate long-term leases, together totalling almost 1.2 million square feet to retain each of their corporate headquarters at 1211 Avenue of the Americas, in Midtown Manhattan.
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White papers
U.S. Economic & Property Market Perspective 04 2022
The Federal Reserve spent much of 2022 attempting to convince financial markets they are committed to controlling inflation, pulling forward the pace of interest rate increases and raising the expected so-called “terminal rate” for overnight borrowing at each of the last five monetary policy meetings of the Federal Open Market Committee (FOMC).
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White papers
Private real estate appreciation moves negative as re-valuation starts
US private real estate returns weakened considerably in 3Q 2022 as higher interest rates continued to have a major impact on market pricing and appraised values. This trend is expected to continue in the remainder of 2022 and into the opening quarters of 2023. This is leading to a dramatic slowdown in returns from the record levels seen less than a year ago.
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White papers
IG Credit Outlook 2023: Adding balance to portfolios
It has been a difficult year for fixed income in general. Stocks and bonds rarely decline in tandem in a calendar year, and 2022 was the only exception in the 45-year period dating back to 1977.
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White papers
Why It’s About to Get Even More Complicated From Here
This year’s choices were hardly simple, but economic policymakers in China, Europe and the United States face much trickier decisions in 2023.
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White papers
What Jerome Powell Really Wants for Christmas
Jerome Powell surely has a holiday wish list, especially facing a new year of slower growth, rising prices and inverted yield curves.