5 Dec 2024
Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia. Read more in YT Boon's new #NBBlog linked below.
nb.com/en/us/insights/trump-…
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19 Jul 2024
NDA has retained power with a reduced majority, sparking concerns over potential policy shifts. We remain cautiously optimistic and expect the executive-led reforms to stay on track writes Prashant Singh in the new #NBBlog.
nb.com/en/gb/blog/fixed-inco…
ALT India After the Elections: Structural Story Dented, but Not Derailed
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11 Mar 2024
A recent wave of emerging-market sovereign defaults is getting closer to resolution, providing further support to the asset class says Kaan Nazli in his new #NBBlog linked below.
nb.com/en/global/blog/fixed-…
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23 Feb 2024
The spectre of Commercial Real Estate continues to haunt banks but in our view is not systemic in nature. Read more about Euro CRE in Badis Chibani's latest #NBBlog
nb.com/en/us/blog/fixed-inco…
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13 Feb 2024
Amid shifting #market narratives on inflation, central #bank policy and volatility, read more about what could be especially important this year in #euro #investment grade credit in Victor Grigore's new #NBBlog.
nb.com/en/us/blog/fixed-inco…
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12 Dec 2023
#Investors have cheered as #Japan continues to emerge from its deflationary doldrums. We believe there’s more room for the bulls to run. Find out why in our latest #NBBlog from Fumi Kato, Ph.D. nb.com/en/global/blog/multi-…
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4 Dec 2023
Find out how rising delinquencies and tightening lending standards could affect subprime #consumers—and #investors in the new #NBBlog by Brandon Mulroe nb.com/en/global/blog/fixed-…
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27 Nov 2023
Beyond #climate change, we believe the roles of exposure #growth and population shifts in driving rising natural disaster losses could reveal unexpected #opportunities in the #ILS #market. Click below to read Lauren Crane's new #NBBlog.
nb.com/en/us/blog/multi-asse…
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13 Nov 2023
Are peak #German #rates within view? Easing services #data and reduced #government funding needs could lead the #ECB to switch to a #dovish #policy. Read the latest #NBBlog insights from Patrick Barbe's in the link below.
nb.com/en/global/blog/fixed-…
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31 Oct 2023
Recent consolidation in the #energy #sector has been credit-friendly, but #future activity may be more mixed for #bondholders. Learn more on Kelly Weber's #NBBlog. nb.com/en/global/blog/fixed-…
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30 Aug 2023
Shunned by #tech-enamored #investors this year, find out what relatively staid #sector could be a #safe haven in an overdue market correction in Ron Silvestri's latest #NBBlog. nb.com/en/global/blog/equiti…
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23 Aug 2023
Might it be time for #investors to focus less on what #consumers want and more on what they need? Jacob Gamerman asks that and more in the new #NBBlog linked below. nb.com/en/global/blog/equiti…
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14 Aug 2023
The significant concentration of #market #returns is creating #opportunity for #alpha capture as #investment styles quickly shift in-and-out of favor. Find out more on #NBBlog. nb.com/en/global/blog/equiti…
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9 Aug 2023
With the exit doors still stubbornly shut, we are observing more #privateequity firms selling minority stakes in quality holdings to generate #cash and return #capital to LPs. Read more in Ty Black's latest #NBBlog #alternatives #blog #NB #PE
nb.com/en/global/blog/multi-…
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25 Jul 2023
#ChatGPT was just the start. As #technology companies pour #billions into #AI development, achievements that seemed unimaginable not long ago may be much closer at hand. Find out more on #NBBlog. nb.com/en/global/blog/equiti…
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23 Jun 2023
Explaining #LatinAmerica’s winning season: What have we seen in local #rates and #FX #markets? Find out in Billy Lang’s new #NBBlog. #LATAM #FXmarket #fixedincome nb.com/transfer?url=/blog/fi…
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22 Jun 2023
The #Australian #centralbank’s recent decision to raise its overnight #rate to 4.1% surprised many economists and the #markets. Read our take in Karol Sindera's #NBBlog.
nb.com/transfer?url=/blog/fi…
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16 Jun 2023
Core #inflation remains stubbornly high. Find out our views on the #CPI and #coreinflation in our latest #NBBlog by Joseph Purtell. #newpost nb.com/transfer?url=/blog/fi…
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24 May 2023
Despite the significant growth in 2021 and 2022, we anticipate a #decline in #demand for the #FederalReserve's Overnight #ReverseRepo facility in the coming months. Learn more on Stone Jiang's #NBBlog. #SOFR #LIBOR #Fed #NewPost #New #Repo nb.com/transfer?url=/blog/fi…
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