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Articles by Maya Bhandari
What are financial markets telling us?
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Neuberger se cuestiona si las subidas de tipos van a producirse ¿Qué ocurriría entonces?
Los mercados están descontando nuevas subidas de tipos en las principales economías a lo largo de este año. Nuestro análisis apunta a una trayectoria diferente y dudamos de que se cumplan las expectativas del consenso. Durante gran parte de 2026, hemos sugerido que los principales bancos centrales no tendrían que cumplir con las subidas de tipos de interés previstas. Los datos recientes han reafirmado, en cierta medida, esta opinión.
¿Qué ocurriría si no se produjeran subidas de tipos de interés?
Añadir Estrategias de Inversión en Google Durante gran parte de 2026, hemos sugerido que los principales bancos centrales no tendrían que cumplir con las subidas de tipos de interés previstas. Los datos recientes han reafirmado, en cierta medida, esta opinión. Unas políticas más moderadas de lo que anticipan los mercados —incluidos los cambios en los programas oficiales de compra de bonos anunciados recientemente por el Tesoro de EE. UU.— deberían respaldar a los mercados de renta fija.
Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now
Anu Rajakumar: Policy noise, AI momentum, and a shifting rate backdrop. What will the biggest impact be on investors portfolio in 2026? Most importantly, how do investors put it to work? This is Disruptive Forces, and I'm your host, Anu Rajakumar. Today, we're discussing Neuberger's annual market outlook solving for 2026.
Playing the Long Game Amid Risk Market Turbulence
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful. Last week was particularly bruising, with pronounced swings lower in some corners of financial markets.
Pivot Points: Rediscovering Europe, Japan and Emerging Markets
Anu Rajakumar: After years of US exceptionalism, early 2025 brought glimmers of European momentum with pockets of upgrades and strong sales surprises, but enthusiasm faded by late summer as revisions turned lower and policy signals grew murkier. Why did Europe's multiple-led rally prompt a reassessment, which non-US markets look compelling today? And how is the emerging markets landscape evolving across asset classes? My name is Anu Rajakumar.
Recent Credit Stress a Canary in the Coal Mine?
While idiosyncratic credit risk is beginning to emerge, signs of broader credit or systemic stress are still sparse. The recent collapse of First Brands and Tricolor Auto Group, together with loan losses among some U.S. regional banks, have begun to stir fears over broader credit markets and spillover risks to other assets. To be sure, credit is an area we continue to watch closely, for good reason. Stress in corporate bond markets is often seen as a canary in the coal mine for broader risk assets.
A 20,000-Foot Perspective: Cashing In on (European) Liberation Day Trades
When the facts change, we change our minds. The ‘liberation day’ sell-off increased the value proposition of non-U.S. markets, particularly in Europe and Asia. This is no longer the case. When markets fell out of bed and volatility soared, as investors feared the worst in the immediate aftermath of ‘liberation day’ tariffs, our Asset Allocation Committee made three key high-level shifts.
A 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
by Maya Bhandari, Chief Investment Officer, Multi Asset Strategies - EME, Neuberger Berman The combination of stagflation concerns from macro data and robust corporate earnings in the last week have helped bolster the case for a striking gap between fixed income and equity premia persisting, highlighting the complex and finely balanced growth outlook.
A 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
The combination of stagflation concerns from macro data and robust corporate earnings in the last week have helped bolster the case for a striking gap between fixed income and equity premia persisting, highlighting the complex and finely balanced growth outlook. Every risk has attached to it a price, and from the 20,000-foot perspective of an asset allocator, financial markets often reflect distinct premia for any given risk or set of risks.
Opportunity Amidst Uncertainty
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A 20,000-Foot Perspective: Fiscal Policy Takes the Lead
Recent volatility in traditionally “sleepy” Japanese bonds bears watching as fiscal policy becomes the chief policy lever globally; the country’s role as one of the world’s major creditors means that what happens there could have far-reaching impact.
Has the tried and tested 60/40 strategy soured?
Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our newsletter sign-up page. Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know. An investor in a portfolio of 60 per cent global equities and 40 per cent government bonds would have lost a bruising 14 per cent so far this year.
Has the tried and tested 60/40 strategy soured?
The writer is global head of multi-asset for BNP Paribas Asset Management So far this year, an investor in a portfolio of 60 per cent...
Recession: The numbers say 'soon'. Or do they?
Authored by Bill Blain via MorningPorridge.com, " Chaos is the law of nature. Order is the dream of man." Inflation will dominate the headlines while the US earnings season kicks off. The prospects for stocks on the back of falling numbers and crashing consumer sentiment bode ill for recovery, and strongly suggest there is further market downside to come in Q3.
Xi Tells Macron & Scholz China Opposes Russia Sanctions, Warns Crisis "Spinning Out Of Control"
If you're worried about COVID, there's a simple way to boost protection: get vaccinated. But this doesn't work for everyone. People with weak immune systems - perhaps because of age or a medical condition - don't respond well to vaccines. For them, COVID still poses a significant risk. But in November 2021, the UK approved a new drug for treating COVID, reducing this risk. Called molnupiravir, it can be taken orally at home.
Tesla Sales Edge Lower In China For February
Russia's conflict with Ukraine and the resulting geopolitical tensions have prompted sharp falls in local assets, a shift to a risk-off stance in global markets and soaring commodity prices. Portfolio actions In our multi-asset portfolios, we have reduced tactical risk positions in European and emerging market equities to neutral and moved into cash, while keeping the option open for further reductions should the situation deteriorate. Our main equity exposure is in Japan.
Foundation for Health Advancement and Hackensack Meridian Health Partner to Support Healthcare Innovation
PRINCETON, N.J., March 8, 2022 /PRNewswire/ -- Foundation for Health Advancement (FHA) is pleased to announce the signing of an affiliation agreement with Hackensack Meridian Health that allows the organizations to work together to support breakthroughs in biomedical research and technologies within the Hackensack Meridian Health network, the largest and most comprehensive in New Jersey.
10-Year Treasury Yield 'Fair Value' Estimate: 7 January 2022
This time last year, cobalt market watchers were expecting demand from the electric vehicle (EV) sector to continue to thrive, supporting a higher price environment. Cobalt, a key element in lithium-ion batteries, experienced supply chain challenges due to the COVID-19 pandemic, with lockdowns and containment measures testing its resilience. With the new year now in full swing, the Investing News Network (INN) reached out to cobalt experts to get more insight about the cobalt outlook for 2022.
A fat (real) tail in 2022
2021 was an awkward 'steady state' year for financial markets: bonds delivered the worst returns in a quarter of a century except for one year (1999), while equities secured top-quartile (or better) returns over the same period.[1] Looking under the bonnet, this makes perfect sense.
The Rise of the Bitcoin Treasury, Dec. 30-Jan. 6
As the COVID-19 pandemic continues to put a hold on the activities consumers can get away with, gaming has seen another significant growth period in 2021, showing how far the industry has come. After a monumental 2020 period, gaming investments in 2021 didn't offer the same kind of returns - but that was a tall order for the market. Instead, the industry has seen steady steps for spending and hardware purchasing.
Futures Steady After Fed-Inspired Rout As Tech, Bitcoin Slide Continues
US index futures climbed on Friday, paring this week's losses fractionally as investors braced for jobs data that should provide clues about the pace of Fed tightening and which is expected to come in strong (whisper number at 502k, above 447k estimate, up from 210K last month; Wednesday's ADP print was 807k, well above 410k estimate, our full preview is here) but not too strong - remember we now live in a "good news is bad news" world - or else the market will freak out that the Fed will...
Indigenous rights: The difficult conversations Australia needs to be having
A protester gestures during an "Invasion Day" rally on Australia Day in Melbourne on January 26, 2018. Thousands of supporters joined rallies across Australia calling for equal rights for indigenous people and for an end to the celebration of Australia Day on January 26, which marks the official declaration of British sovereignty on the land that eventually became Australia.
IN FOCUS: NAIDOC WEEK
Indigenous policy in focus Every year in July, NAIDOC Week celebrates the history, culture, and achievements of Aboriginal and Torres Strait Islander peoples. This year’s theme is ‘Voice. Treaty. Truth. Let’s work together for a shared future.’ This NAIDOC Week, Policy Forum is highlighting Indigenous policy issues. With our special In Focus section, we would like to recognise Aboriginal and Torres Strait Islander voices, and encourage debate on Indigenous policy amongst all Australians.
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Markets braced for recession are an opportunity
The collapse across asset markets at the end of last year surprised many.
Podcast: Diving into the Indo-Pacific debate
In this special double-feature podcast, we hear from Rory Medcalf, David Brewster and Denise Fisher about how the Indo-Pacific concept could shape the future of Asia. Is it time to say farewell to the Asia-Pacific? In recent years the idea of an ‘Indo-Pacific’ has swept through foreign policy circles all throughout our region. Yet despite its growing popularity in Canberra, Washington, New Delhi and Tokyo, the new mental map is not without its critics.
UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election. We have not made any changes to our neutral position on UK equities and UK rates, or our negative view on sterling. We suspected that a hung parliament would likely result in an investor shift away from domestically-focused risk assets amid heightened uncertainty raised by a return to coalition politics.
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