Neuberger Berman is cautious on equities but not bearish yet
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
Author: Adam Lewis
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Global economic growth sentiment hits record low
Asset allocators need to be ‘more creative’ than relying on the 60/40 model
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Fossil fuels will be ‘trade of the decade’
Impactful investments have become a ‘portfolio diversification tool that delivers profits with purpose’
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Private bank downgrades equity weighting to ‘disinclination’
As it upgrades gold exposure from positive to preference status
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Asset managers walk fine line between opportunity and poor taste
As conflict intensifies between Russia and Ukraine
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Investors continue to shun UK equities
British market has ‘struggled in recent years, partly due to its inherent value bias’
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Asset-backed securities an added ‘cushion’ against inflation
As yields on offer are higher than corporate bonds of the same risk, says fund manager
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Investors warned about high volatility amid Russia-Ukraine war
Crisis highlights need for broad diversification as a way to improve resilience to shocks
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Should investors be bullish on equities?
Strong commodities returns, flattening curve and weak credit performance ‘signs of late-cycle behaviour’
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Can alternatives help multi-asset investors beat inflation?
‘Exposure to more economically-sensitive commodities makes sense’
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Four themes that could threaten equity markets in 2022
Asset class predicted to have positive year as world continues to move back to normality
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UK equities backed to help investors tackle inflation
Britain ‘well placed to capitalise on the new world of higher rates’