All Video articles – Page 3
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VideoGlobal REITs Update – Q2 2025
In our video update for the 2nd quarter of the 2025 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights, including:
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VideoGemcast Episode 4: The 5 Golden Rules of Emerging Markets Private Credit
In episode 4 of Gemcast we are joined by Co-Founder and CIO of Gemcorp Capital, Parvoleta Shtereva. As a self-identified emerging markets lifer, Parvoleta reflects on her career and what really matters when thinking about emerging markets private credit, providing her 5 golden rules for investing in the asset class.
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VideoThe AI toolbox
Damien Zhang and the MDT team look at artificial intelligence as a toolbox, not a black box. From large language models to machine learning, the team pick and choose the right tools to sharpen their investment process.
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VideoNeuberger Berman Private Markets: Q2 2025 Preliminary Valuation Summary & Analysis
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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VideoPremier Miton Fixed Income update August 2024
Lloyd Harris, Head of Fixed Income, explores the macro forces shaping global bond markets. Highlighting sticky inflation in the US, labour driven inflation pressures in the UK, and Europe’s rising fiscal stimulus from military and infrastructure spending.
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VideoWhat’s next for Asia ex-Japan?
Jonathan Pines, Head of Asia ex-Japan, explores the bright spots emerging across the region. What’s driving the team’s approach as they look to H2 and beyond? Selective positioning in China’s A-share market, momentum from recent South Korean governance reforms, and a tactical underweight to Taiwan are all anchoring our outlook.
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VideoNew name, same philosophy: (Re)introducing: Global SMID Equity Engagement
The Fund may have changed its name – but nothing fundamental has changed. In this video, we explain why the philosophy, objectives and process behind Global SMID Equity Engagement all remain the same.
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VideoMid-year investment update – Which way will the wind blow?
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the US economy persist as deregulation, lower energy prices, mergers and acquisitions, fiscal stimulus and business investment outweigh the effects of import tariffs on inflation and consumption?
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VideoThe Art of Diversification: effective portfolio creation in real estate
In our latest video, Vincent Nobel outlines why modern portfolio theory – as outlined in Markowitz’s seminal 1952 essay – has limited practical application in private markets, and instead lays out an alternative approach to diversification that is better suited to real estate and private credit.
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VideoInvestment Grade Credit: Panel Discussion with Mercer, LGPS Central & Capital Group
Capital Group participated in Asset TV’s Investment Grade Credit panel alongside Mercer and LGPS Central, sharing insights on global credit dynamics, private credit, sector resilience, and how institutional investors are navigating today’s evolving IG credit landscape.
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VideoGemcast Episode 3: The Misconception Gap
In episode 3 of Gemcast we are joined by an external guest, Max van Baasbank, Director at Alpha FMC who joins Pranav Khamar, Portfolio Manager at Gemcorp Capital to discuss the results of our recent study, Unmasking the potential. The study asked 75 leading institutional investors about their outlook and appetite for emerging market private credit.
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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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VideoTalking Markets – US Opportunities
“The One Big Beautiful Bill” – is it good for the US economy? In this edition of Talking Markets, Premier Miton US Opportunities Fund Manager, Hugh Grieves, breaks down Trump’s policies on trade, tariffs and broader economic shifts, exploring what they could mean for US investors.
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VideoFive Great Themes for Long-Term Equity Investors
Headlines might suggest that there’s a lot of risk in the world, but for a long-term investor, there’s also a lot of opportunity. [Here are] five things that you can think about.
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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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VideoThe power of impact equity in building scalable businesses
Impact growth equity is unlocking vital capital for scaling businesses that drive social and environmental progress. With growing investor interest and innovative funding models, the sector is well-positioned to overcome late-stage challenges and fuel meaningful, sustainable growth.
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VideoThe One Question Video Series: You Ask. We Answer.
Systematic Active Fixed Income (SAFI) investing builds portfolios with exposure to factors that are believed to be impactful to performance, according to historical data. Hear from Arkady Ho, Fixed Income Portfolio Strategist, about the potential benefits of SAFI.
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VideoEuropean Opportunities in a Changing Global Landscape
Explore the shifting dynamics in global financial markets with our latest videos on European fixed income opportunities. From the macroeconomic tailwinds driving flows to Europe to the unique growth opportunities, discover how Neuberger Berman can help you navigate this evolving landscape.
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VideoA quantitative edge in uncertain markets
Daniel Mahr, Head of MDT Group, explains how our quant strategies have adapted through the recent market turbulence – and the benefit of data-driven decision-making in uncertain times.
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VideoReal estate debt: uncorrelated returns throughout the cycle
Real estate debt – offering potentially stable income from rents, along with protection from shifts in the value of underlying assets – can play a valuable role in a portfolio, because it has the capacity to provide uncorrelated returns throughout the cycle.
