Nicholas May
Disruptive Forces in InvestingEpisodes
Episodes of Disruptive Forces in Investing
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As you may have seen in the headlines, the airline sector has seen quite their fair share of volatility recently. Since the start of COVID shutting down air travel to then returning back to pre-pandemic levels and then exceeding those levels, t
Given the economic uncertainties that unfolded from the COVID-19 pandemic and lead to rising inflation rates, investors held onto cash as their main arsenal. However, with central banks signaling interest rate cuts, now might be the time to mov
As we mark the annual observance of International Women's Day this March, we highlight the contributions and milestones of women in society all month long. In honor of this celebration, we invited an esteemed female Chief Investment Officer to
In the rapidly evolving world of alternative credit, Specialty Finance strategies can offer access to high-quality deals, backed with strong partnerships, for investors seeking to generate current income via short-duration transactions. With ge
With liquidity needs continuing to be on the rise, many sophisticated investors look to the secondaries market for solutions. However, with the lower valuations in Real Estate, there may be opportunities in the Real Estate Secondaries space tha
The recent buzz around private credit has captured the attention of investors worldwide. It has also demonstrated remarkable resilience amid economic uncertainties. So what opportunities does it present for both institutional and retail investo
With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success. As the wave of economic volatility continues, we have found
As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come. How can investors manage volatility and risk, and still find promising investment
As the end of the year approaches, many of us consider what we can we do for those in need. Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within the
As we continue to navigate the challenged market environment, investors have been exploring what their options are for liquidity in their portfolios. Secondary Private Equity investors in particular have a lot to grapple with: from the underc
There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the '40 Act to the transformative impact of generative AI, how can we striv
Artificial intelligence (AI) has taken the world by storm, capturing our curiosity and driving massive investment in technology infrastructure. With the democratization of AI capabilities, the possibilities are endless. However there are also c
A shift into higher rates globally over the latter part of 2023 has created a new investment regime in the fixed income markets; prompting investors to reassess their strategic asset allocation. Despite the reset of fixed income yields to much
With this year’s bank failures and the continued rise of interest rates, questions loom about where our economy is headed and how best we can prepare ourselves for what is next. With concerns of a recession and commercial real estate defaults,
In the last decade, we’ve have seen many shifts. One in particular that predates the market volatility of today is something known as the Great Wealth Transfer. This ongoing phenomenon came to fruition as baby boomers began to retire and starte
Index funds give investors broad exposure to the market at an accessible price point and have taken equity markets by storm in recent years. As index companies make decisions about how to construct their indices, we wonder if those decisions ar
The Emerging Markets sector has not been immune to today's market challenges. Between the pandemic and the Russia-Ukraine war, factors such as the cost of living and food inflation have caused an adverse impact on sovereign balance sheets. As a
With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw
As the commercial real estate landscape continues to evolve out of the many crises that hit the sector, namely with COVID and regional banks, investors are evaluating what their next move is within this asset class. While headlines may seem glo
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflatio
Interest in sustainable investing has significantly increased in the past decade. Morningstar estimates the number of sustainable open-ended mutual funds and exchange-traded funds nearly tripled between 2014 and 2019. However, the consideration
Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades. Savvy investors in space will evaluate current market inefficiencies to asse
Artificial Intelligence has been evolving for decades with the ultimate goal of enhancing our everyday lives. Some of the most recent iterations, such as ChatGPT and Midjourney, are the most advanced and human-like AI models we’ve seen yet. As
Natural disasters have certainly taken their toll on the environment. After Hurricane Ian decimated a large part of the American Eastern Seaboard, totaling roughly $50 billion in insured industry losses, one could ask: how is all of that gettin
Many of our clients are asset owners, including sovereign wealth funds and pension funds, who are seeking to invest for the long-term future of their beneficiaries. At Neuberger Berman, our ESG Advisory Council aims to provide guidance on the f
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