Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Small Caps: What You Don't Know But Should
by Raheel Siddiqui, Senior Investment Strategist, Neuberger Berman Small cap stocks span a wide range of characteristics and…
Back to Business
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman After a year of tumultuous elections, investors…
Small Caps Are Poised to Shine—Here’s Why
by Raheel Siddiqui, Senior Investment Strategist, Neuberger Berman Relative valuations, macro drivers, market dynamics: In our view, many…
An Investor's Election Survival Guide
Brace for this week's uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
Beware of Buying the Dip in Bonds
by Ashok Bhatia, CFA, Co-Chief Investment Officer—Fixed Income, Brad Tank, Co-Chief Investment Officer and Global Head of Fixed…
What Is the Opposite of Confirmation Bias?
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Many investors say they anticipate a soft…
The Fifth Stage of Pocketbook Grief
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Economic data has been resilient, but everyone…
Balance Is Critical for the Obstacles Ahead
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman Rising inflation may be behind us, but…
Why Japan Bounced Back
by Keita Kubota & Kei Okamura, Portfolio Managers, Neuberger Berman A huge market shock and a prime Minister…
It’s Hard to Relax
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman It’s time for a well-deserved, late-summer breather,…
Innovation, Conflict and a Mysterious Disappearance
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman This year’s recommendation for vacation reading is…
A Change in Leadership?
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman As Biden withdraws, we are seeing an…
High-Vol Politics, Low-Vol Markets
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Are markets calm because of electoral unpredictability,…
To Understand the Macro, Study the Micro
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Right now, second-quarter earnings reports may be…
