Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
April 21, 2024
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman The…
April 15, 2024
A Major Change in the Markets
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman Investors…
March 24, 2024
The Second Wave of the AI Investment Theme
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman The artificial intelligence investment theme made the…
March 11, 2024
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
February 19, 2024
The Year Ahead for the Major Industry Sectors, Part 2
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman The second of two Perspectives outlining some…
January 30, 2024
The Destination, Not the Journey
by Ashok Bhatia, CFA, Co-CIO, Fixed Income & Brad Tank, Chief Investment Officer and Global Head of Fixed…
January 14, 2024
As Inflation Fades, Focus on Growth
by Neuberger Berman Amid slower economic growth and more benign monetary policy, we believe that this year bond…
January 11, 2024
Neuberger Berman: Flows and Fundamentals
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset & Niall O’Sullivan, Chief Investment Officer—Multi-Asset Strategies, EMEA, Neuberger…
January 7, 2024
Investors Cannot Ignore the Debt-Sustainability Question
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Despite a pullback in bond yields, clients…
December 17, 2023
Breaking Down the Liquidity Silos
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman Breaking…
December 3, 2023
Equity Investors Should Mind These Macro Drivers
by Tokufumi Sato, Ph.D., Portfolio Manager, Neuberger Berman In this challenging environment, filtering meaningful market signals means paying…
November 23, 2023