All Video articles – Page 3
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Bonds are Back And so is Risk
The search for yield is over. The risk-management challenge has just begun.
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Meet Sosteneo
Introducing Sosteneo Infrastructure Partners: A new affiliate within Generali Investments focused on clean energy infrastructure equity investing
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An Active Approach to Navigate Noisy Markets
In today’s market, we believe it’s essential to take an active approach—looking at each company one by one and understanding their unique set of circumstances and conditions.
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Neuberger Berman Private Markets: Q2 2023 Preliminary Valuation Summary & Analysis
(8:10) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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PATRIZIA Client Survey 2023
How are real asset investors adapting to the changing economic environment? Earlier this year we heard from over 120 of PATRIZIA’s institutional investors on where they expect to focus in order to unlock the attractive long-term opportunities in the sector.
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Silver Linings: Companies with a Playbook for Tough Times
A common general impression is that small-cap companies are of lower quality. It’s a well-founded assumption if you look at the Russell 2000 Growth Index. Fifty percent of those businesses are not generating free cash flow (FCF). The index tends to be highly levered, and the return on invested capital (ROIC) is lower.
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Why do we love the Living sector?
Andrew Allen, Global Head of Research, Product Strategy and Development at Savills Investment Management, explains why the Living sector – with a particular focus on “affordable” rents - has become one of our key strategic priorities.
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Introduction to the Neuberger Berman Climate Innovation Fund
(3:09) In this short video, Portfolio Managers Evelyn Chow and Charlie Lim introduce the recently launched Neuberger Berman Climate Transition Fund. They also highlight the scale of the opportunity around the decarbonisation megatrend and some potential ways of investing in it.
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Real estate produces 40% of greenhouse gas emissions and uses 40% of global natural resources
Urgent action is required, as Emily Hamilton and Joey Aoun explain.
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With interest rates at or near their peak, and values having fallen, buyers are emerging to take advantage of the repricing
Cyrus Korat, Partner at DRC Savills IM, explains below how this is leading to opportunities in the debt market.
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Beyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
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ESG in fixed income: a win-win for all concerned?
In this video, Fraser Lundie, Head of Fixed Income – Public Markets, argues that by encouraging companies to improve corporate governance and adopt decarbonisation processes, it creates a virtuous cycle, leading them to mitigate risk, making them more investible, which encourages further investment, which reduces the cost of capital – creating a win-win for all concerned.
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Meet the Manager: Orla Garvey
In our latest manager profile, Orla Garvey, Senior Portfolio Manager, reflects upon her career beginnings, explains why a healthy amount of humility goes a long way in her role, and offers her take on the macroeconomic outlook for the remainder of the year.
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Introduction to the Neuberger Berman Tactical Macro Fund
(6:46) In this short video, Lead Portfolio Manager, Bob Surgent introduces the Neuberger Berman Tactical Macro Fund, highlighting some of the key characteristics he prioritizes for macro investing strategies.
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Megatrends – Quality
(2:06) Client Portfolio Manager, Nicole Vettise asks why quality is more important now than ever for equity investors.
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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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Megatrends – Non-US
(2:26) Client Portfolio Manager, Nicole Vettise considers why looking outside the US to regions like Japan could yield fresh opportunities.
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Megatrends – Small Cap
(2:08) Client Portfolio Manager, Nicole Vettise examines why small caps present an opportunity for equity investors in today’s environment.
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Neuberger Berman Global Equity Megatrends Fund
(4:04) In this short video, Client Portfolio Manager, Nicole Vettise looks at some of the key trends driving equity markets and examines how the Neuberger Berman Global Equity Megatrends Fund could tap into these.
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Investing in mid-market infrastructure
The mid-market segment is where PATRIZIA sees the most attractive opportunities when it comes to equity investments in private infrastructure.