Neuberger Berman

Investors are now fretting a recession to go along with a more volatile geopolitical outlook. But on that prospect, it’s the cooler-headed fundies that will prevail.

While the media they use have been in a state of constant disruption for at least 25 years, the noble arts of sales and marketing remain steadfast in pursuit their goals. Next month’s MAX Awards will tell us how they are faring.

There has been a saying in markets for the last few years that fixed-income investments, favoured for their guaranteed returns and correlation benefits, have actually become “fixed-loss.” The driving factor was the threat (and now, realisation) that bond yields and cash rates were set to turn higher, reversing a four-decade tailwind. Naturally, these types of…

With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem these times are made for both active management and experience. With bond markets, the possibility of higher inflation, especially in the US, prompts fears of rising interest rates and therefore falling prices, with investors looking further into the…