(4:40) Matthew Kaplan reviews the impact to different sectors of the real estate market resulting from COVID-19, where opportunities may arise as the market finds its footing.
(4:22) In this brief update, Ashok Bhatia, Deputy CIO—Fixed Income, provides an overview of the developments within Fixed Income markets and the outlook for what’s ahead.
(4:48) Matthew Bird, Managing Director for our Private Debt team, provides an update on how the Private Debt markets are managing through the COVID-19 crisis, how the team has been managing portfolios since March, and what investors could anticipate in the months ahead.
(4.13) Erik Knutzen shares guidance on navigating the range of paths through the recovery and our playbook 2.0 for capitalizing on investment themes.
(5:29) U.S.-China relations have been tested over the course of the pandemic. There are rising concerns that a potential decoupling of the two countries could usher in a new cold war, which may bring negative impacts to the overall global economy. How might this affect China? Watch this video where Ning Meng, Portfolio Manager – China Equity, discusses his views with Patrick Liu, Head of China, on the economic and equity market outlook for China.
(5:32) Just as Chinese manufacturers are coming back online, the rest of the global economy is still struggling to contain the outbreak. With overseas demand for Chinese manufactured goods weakening, where does demand come from? How might this affect China’s economy?
(3:59) Richard Nackenson, Neuberger Berman Equity Portfolio Manager, discusses how investor psychology has changed over the past month and where he is finding investment opportunities as we approach a “new normal.”
(7:27) David Stonberg, Global Co-Head of Private Equity Co-Investments, provides an update on the private equity market and discusses deal activity in the Co-Investment space.
(3:57) Sean Ward looks at the trends that are emerging across buyout managers and how this is impacting investor sentiment.
