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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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…
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…
