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…
Higher for Longer: The CIOs’ Way In
by Brad Tank, Co-Chief Investment Officer and Global Head of Fixed Income, Neuberger Berman While this year’s inflation…
Preparing for Rising Volatility
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman The second half of 2024 could see…
Un Pas à Droite?
by Patrick Barbe, Senior Portfolio Manager & Ugo Lancioni, Senior Portfolio Manager, Neuberger Berman Midway through a record-breaking…
It All Rests on Infrastructure
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman We see the asset class underpinning several…
The Structural Trends, Whoever Wins
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman Positioning for geopolitical shocks or election results…
Do We Now Need to Worry About Stagflation?
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman We believe high nominal growth, peak rates…
The Coming Wave of Homebuyers
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman How higher rates for longer could be…
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman The…
Time for the Yen to Blossom?
by Brad Tank, Co-Chief Investment Officer and Global Head of Fixed Income, Ugo Lancioni, Senior Portfolio Manager, Toyaj…
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…
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…
