An 'intriguing' subplot to Brexit
Investing in debt securities
Follows US election result
Subject to regulatory approval
Risk being removed from Stewardship Code
Investment Week is pleased to announce the winners of our second Specialist Investment Awards, designed to recognise boutique & specialist fund managers and passive investing.
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.
Asset class has grown over past decade
Investors still appear willing to take risk, but this remains a very unloved equity market rally - led by defensive sectors such as consumer staples and utilities, writes Erik Knutzen, chief investment officer—multi-asset class at Neuberger Berman.
From both issuers and investors
Should 'alleviate financial shocks'
Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...
Brad Tank, chief investment officer - fixed income, Neuberger Berman, discusses the major transition in central bank philosophy that has appeared in recent weeks.
US Equity Value fund also renamed
Said likelihood of recession is around 25%
Worked at Columbia Threadneedle and GAM
Neuberger Berman's Julian Marks explores the growth of corporate hybrids, which have seen some 300% growth in the past two years alone
Fund seeded with $21m
Two more funds to follow
Increased focus on bespoke relationships
Investors cannot afford to ignore the increasingly positive correlation between core government bonds and credit markets as rate rises loom, says Jon Jonsson, senior portfolio manager, global fixed income at Neuberger Berman.
North Asian economies appear most exposed
Neuberger Berman's Jon Jonsson (pictured), senior portfolio manager of the $155m Global Bond Absolute Return fund explains why he has not reduced his short position in German bunds despite the recent sell-off.
Neuberger Berman has launched a global credit long/short fund for a four-strong team of credit managers that joined the group through an acquisition last year.