Historically, as the second largest economy in the world, China has presented a myriad of opportunities to investors worldwide. However, due to the regulatory changes outlined by the Chinese government, trends suggest that investors have started to reconsider their allocations in China. Putting the pandemic and geopolitical tensions aside, could investors be moving their capital too hastily? Could the new policies potentially be a boon to investors? Or perhaps could now be an opportune time to reevaluate portfolio positioning? On this episode of Disruptive Forces, Patrick Liu, General Manager of Neuberger Berman China, joins Anu Rajakumar to share his views on how global investors could interact with the potential opportunity set that the policy changes to the Chinese economy may be presenting and more.
Is the Consumer Cracking?
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
International Small Caps: Quality Plus Quantity
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
A Tale of Two Indices
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The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?
Proxy Voting: Engagement Matters
As we kick off our latest NB Votes campaign, we look at what detailed bottom-up knowledge brings to the process, and what can happen when it’s absent.
Paid to Be Patient
It may be time to plan the journey back to risk, but not yet time to act—peak rates could still be disruptive, and they pay investors for proceeding carefully.
SMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity.