White papers - all assets – Page 179
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White papersWhy the Climate Transition Will Reshape the Global Economy: In Graphs
Climate change is one of the greatest risks of our time—and tackling it will likely drive a number of shifts across the world that investors need to understand.
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White papersIG Credit: Strong Fundamentals, But Inflationary Pressures Grow
Current yield and spread levels, coupled with companies’ durable credit profiles, suggest that IG corporate credit continues to look attractive—but a number of risks remain on the horizon.
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White papersCOVID Restrictions in China Likely to Last Well Into 2023
There are three appropriate off-ramps policymakers could take to move away from the policy without creating further disruption, but even then progress toward a full end to restrictions will likely be protracted and won’t come until later in 2023.
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White papersHigh Yield: Value on Offer, But Stormy Seas Ahead
While there are signs that volatility will likely continue in high yield through the coming months, this environment, ultimately, may prove to be a significant opportunity for value creation.
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White papersHow the Robot Revolution Will Supercharge Productivity (Part I)
What will happen to human roles and employment in this automated future? Which countries or industries will benefit the most?
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White papersIs This ‘Nightmare on Wall Street’ Coming to an End?
Do corporate earnings disappointments signal a weaker economy and easing inflation pressures, which could end this scary market—or are there more twists to come?
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White papersESG investing in EM debt: enhancing sustainable development outcomes
Today’s financial markets are at an extraordinary juncture, grappling with persistently high inflation, war in Eastern Europe, global climate change and the ongoing and severe effects of the COVID-19 pandemic. Against this backdrop, fixed income investors are increasingly seeking to generate financial returns while building portfolios that support positive outcomes through environmental, social, and governance (ESG) investing.
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White papersInflation still stubbornly high despite central bank hikes
Eurozone inflation reached 9.9% in September while UK consumer prices hit 10.1% amid rising food costs.
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White papersHigher Prices Haven’t Spooked U.S. Consumers Yet
Solid U.S. retail sales and better-than-feared Q3 earnings suggest slowing but still-resilient consumer spending, which should support core inflation and keep the Fed on a hawkish path. Notable U.K. leadership changes gave markets a reprieve, though policy direction is uncertain.
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White papersIf Tom Hanks in “Cast Away” had the new iPhone
As demand for connectivity rises across the globe, we believe an increasing range of options for satellite communication will emerge.
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White papersSchooling the Sovereigns
Bond markets appear to be disciplining policy inconsistencies, both within sovereigns and among them.
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White papersAsset Allocation Committee Outlook: 4Q 2022
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papersThinking Strategically About Commodities
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
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White papersSpectrum Q3 2022
Private markets’ inherently long-term outlook allows investors to dampen but not remove some of the volatility that can characterise public markets and stay focused on the fundamentals of any business.
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White papersFive challenges for net zero investing
The Intergovernmental Panel on Climate Change gave the world a stark warning in 2018 of the dangers of failing to limit the global temperature rise from climate change to 1.5 degrees.
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White papersDistressed debt in a developing recessionary environment
High inflation is being fuelled by supply chain disruption caused by the pandemic, high energy prices caused by the war in Ukraine and high employment. High inflation is forcing Central Banks to aggressively increase interest rates.
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White papersView from Private Markets: Reappraising the value of real estate debt
In our latest newsletter, we explore the impact of high inflation on property values and look at how real estate lending strategies can provide investors with a valuable diversifier.
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White papersUK government woes continue to overshadow markets
Investors unnerved by conflicting plans of the Bank of England and the UK Treasury as central bank seeks to put brake on growth to tame inflation while government wants to put foot on the growth accelerator.
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White papersU.S. Inflation Feeling Hot, Hot, Hot
Inflation rages on in the U.S. and elsewhere as the global economy faces further instability. What will this mean for central banks’ tightening efforts in the coming weeks, and are markets starting to recognize–and react–that it will take more time for prices to come down?
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White papersTighter Conditions Begin to Squeeze the Economy
As the economy slows, an epic climb in short-dated rates and bond yields appears to have shocked investors into accepting the prospect of stickier inflation, but they still seem reluctant to price for substantially lower earnings.
