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18 April 2025
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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.
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.
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.
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.
Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.
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.
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?
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.
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.
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.
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.
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?
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?