Neuberger Berman hires six-strong bond unit from BNP Paribas AM

Neuberger Berman is pushing into European fixed income with a new team. Citywire Selector covers the five portfolio managers and quantitative analyst making the switch from BNP Paribas Asset Management to run several soon-to-be-launched European fixed income funds and strategies.  Link

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Ahead Of The Curve: Resurgence of private capital

How has the world of investments changed since the financial crisis? Neuberger Berman’s head of alternative investments, Anthony Tutrone, argues in IPE that private markets have become larger and more liquid, providing opportunities for institutional investors to step in where banks are withdrawing from lending markets. In comparison, US publicly-owned companies are shrinking and becoming less liquid. […]

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Emerging Market Equities: Resisting a tantrum

Ashburton Investments’ global investment strategist, Arno Lawrenz, argues a potential trade war escalation would be short lived. In IPE, he notes political considerations, especially the November midterm elections, should dampen the US’ enthusiasm for a full blown war.  Link

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Stocks Rise as U.S., Mexico Near Trade Deal

In The Wall Street Journal, Witold Bahrke, senior macro strategist at Nordea Asset Management, argues trade disputes exacerbate the difference in economic growth and earnings between the US economy and the rest of the world. Bahrke notes that the strength of the US makes it difficult for investors to avoid US assets. Link

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Under the radar ‘old tech’ offering multiple ways of winning

Jacob Mitchell, portfolio manager and CIO of Antipodes Partners, discusses in Investment Europe the three relatively unknown tech stocks (Qualcomm, Netapp and Cisco) which deserve greater attention. Each of these stocks, he emphasises, provide ‘investment resilience’, particularly by offering ‘multiple ways of winning.’ Link

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3 AIM Stocks to Satisfy Investors’ Sweet Tooth

As more retailers disappear from the High Street, Phil Harris, manager of the EdenTree UK Equity Growth fund, speaks to Morningstar about the potential for a special dividend – or acquisitions – following Patisserie Valerie’s full-year results next month. Link 

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ESG managers raise alarm as Earth Overshoot Day is passed

On Earth Overshoot Day, the head of SRI policy and research at EdenTree Investment Management, Neville White, argues we are approaching a point where ‘business as usual’ will no longer be an option. In Citywire Selector, he adds the best investment opportunities to tackle environmental concerns include opportunities in bio-technology and crop protection. Link

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