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Home / White Papers 2019

Edition: White Papers 2019

1-12 out of 44 results.

The role of fixed income in a diversified portfolio

Many investors are familiar with the concept of diversification, spreading investments across different asset classes. Most diversified portfolios include growth assets, such as shares and property, as well as defensive assets, such as fixed income and cash.

Fixed income fundamentals

A fixed income investment is a simple interest only loan. It may be made to a government, semigovernment authority or company; as such, fixed income investments are often referred to as ‘debt’ investments.

Emerging and Frontier Markets Strategies

Channel Capital affiliate, RWC, provides an overview of the third quarter of 2019 before exploring investment opportunities in the healthcare sector in emerging and frontier markets.

Solving for 2020

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.

Vanguard economic and market outlook for 2020

Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.

Asset Allocation Committee Outlook 4Q19

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.

The devil is in the details: does responsible investing really deliver?

An estimated US$30 trillion of AUM today takes into account some form of ESG data, but does responsible investing deliver only perceived value or can it really enhance overall risk/return?

In a world searching for growth, Asia shines

The long-term outlook for Asia is positive, but in the short term, there is likely to be some volatility thanks to trade disputes, weak Chinese data and political unrest.

On board with a long-term view

A case study on shifting the performance evaluation mindset. This paper reflects the work done with MFS' mutual funds board and the process it took to push the business forward and think differently.

Global credit cycle built for endurance

Investors continue to debate where we are in the global credit cycle and wonder if the party is about to end. This paper delves into the implications for portfolio positioning.

Women, parental leave and financial stress

While no group or demographic is immune from financial stress, Australian working women are continuing to feel the pressure, with one in five identifying as financially stressed.

Why now is the right time for value

There have been recent comments in the market that value investing is broken. Given how expensive the market has become, is now actually the time to overweight the style?

Most viewed in recent weeks

Unexpected results in our retirement income survey

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.

Three all-time best tables for every adviser and investor

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

The looming excess of housing and why prices will fall

Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

Six COVID opportunist stocks prospering in adversity

Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.

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