HEAD-TO-HEAD: Neuberger Berman China Equity vs Allianz Greater China Dynamic
This week’s Head-to-Head examines two China equity vehicles: Neuberger Berman China Equity and Allianz Greater China Dynamic.
Neuberger Berman
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Hedge funds experiencing quiet revolution
A quiet revolution is happening in hedge funds. Investors continue to allocate to the asset class, but the way they are allocating is changing, while its investor base is growing broader and becoming more inclusive.
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Protecting your property in the rate rise REITs wobble – Neuberger Berman
Impending interest rate hikes could see REITs experience a short-term wobble, says Neuberger Berman’s Gillian Tiltman, but will underpin global property’s upward trajectory.
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Distinguishing currency plays from crowded consensus trades
Investors are still positioned in the winning trades of 2014, says Neuberger Berman’s Ugo Lancioni, but the case for those trades is now far from obvious.
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Only the misguided will ignore the sovereign-credit correlation
Correlations between the credit market and sovereign bonds will linger on, says Neuberger Berman global fixed income manager Jon Jonsson, and credit risk remains the bet to make.
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Five ways to insulate against interest rate risk
With interest rate hikes from both the Federal Reserve and Bank of England impending, Portfolio Adviser examines five funds that could soften the ride for investors.
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Risk-parity creates risks of its own kind, say fund managers at Expert Investor Monaco
Funds which aim to achieve positive returns regardless of market direction have enjoyed unprecedented inflows over the past year. While the main driver behind this trend is the increased investor need to dampen their losses when markets fall, risk-parity funds engender risks of their own kind.
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Neuberger Berman cautions on dollar
Neuberger Berman has sounded a note of caution on the ongoing strong rally in the value of the dollar versus other major currencies.
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Neuberger Berman launches real estate fund
Neuberger Berman is launching the Neuberger Berman Global Real Estate Securities Fund.
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Neuberger Berman expects solid EM debt
Neuberger Berman has said it remains positive on the prospects for emerging market debt during the remainder of 2014.
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MandGs Tiltman to join Neuberger Berman
After announcing her resignation from M&G on 5 August, Gillian Tiltman will be joining Neuberger Berman after serving her notice period.
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Neuberger Berman tips high yield for comeback
Neuberger Bermans Dan Doyle has tipped high-yield credit to make a rapid rebound in the near future.