China’s New Strategy in Its Pan-Asian Context
by Yan Taw (YT) Boon, Director of Research, Asia, Neuberger Berman Why we believe China’s strategic reorientation changes…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
This is Not a 60/40 Environment
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman The shift to a mid-cycle expansion…
October Surprise?
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman It has been 11 months since the…
How Big Data Casts New Light on Reopening Stocks
by Kai Cui, Head of Equity Data Science—Equity Research, Charles Murphy, Senior Research Analyst—Equity Research, Neuberger Berman Our…
China Policy Moves Strengthen the Case for the Local Market
by Ning Meng, China A-Share Strategy Leader , and Alan Yip, Head of Portfolio Solutions - Asia Pacific,…
On the Joy of Being Wrong
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman Think Again, by Adam Grant, is…
Delta Blues
by Joseph V. Amato, President and Chief Investment Officer—Equities , and Terri Towers, Senior Research Analyst, Neuberger Berman…
Reconciling the Data and the Markets
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman Inflation is up, Treasury yields are…
Technical Storm Drives Treasury Yields Lower
by Olumide Owolabi, Portfolio Manager, Global Fixed Income, Neuberger Berman Light summer trading and overstretched short-duration positioning have…
Earnings Still Matter
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Despite stretched equity market valuations, a blockbuster…
Two-Way Markets Are Back
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman After nearly a year going up…
Bond Yields Under a More Hawkish Fed
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman A more hawkish Fed may not lift Treasury or…
A Show of Strength by Shareholders
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman As the 2021 proxy voting season winds…
When the Chips Are Down
by Yan Taw (YT) Boon, Director of Research, Asia, Neuberger Berman The global semiconductor shortage is often characterized…
Roaring Twenties, or Back to the Late Teens?
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman This is a truly singular global…
