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Wednesday, 5 August 2020
Recently trending A hard dose reality check on vaccinesAfter 30 years of investing, I prefer to skip this partyHow we have invested during COVID-19Welcome to Firstlinks Edition 367Is the '4% rule' for retirement broken?
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Neuberger Berman's fixed income team believe the COVID-19 crisis and the response from governments and central banks creates an unusually favorable macro environment for credit.
Attempts to flatten but lengthen the growth curve of COVID-19 infections through social distancing and self-isolation will hopefully save lives and keep healthcare systems running. The price to pay is a steep reduction in economic activity.
With a stable economy likely to provide a positive environment for credit this year, shifts in monetary policy could contribute to more frequent volatility in fixed income markets, while political developments will be an ongoing risk.
The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020. These 10 themes are discussed in detail in this report.
NB Global Corporate Income Trust (ASX:NBI) announces prospective offer of new units.
Neuberger Berman’s Asset Allocation Committee meets quarterly to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, refines its own market outlook.
Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.
Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.
COVID-19 is delivering winners and losers, and buying a well-positioned company while shorting one with worse prospects can provide returns while managing the downside of an overall market correction.
There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?
As uncertainty intensifies around geopolitics and markets, gold has rallied strongly in 2020. While most investors think of gold for price growth, does it deliver defensive features to a diversified portfolio?
With the Retirement Income Review now in Treasury's hands, will the 'fact base' establish whether large super funds do better than the share index? The public evidence is not impressive.
With historic falls in greenhouse gas emissions during the COVID-19 pandemic, we have a unique opportunity to construct a recovery that ensures a stronger economy while minimising carbon emissions.