Earnings Remain Key in a Confusing Macro Picture
by Joseph V. Amato, President and Chief Investment Officer—Equities, Jonathan Bailey, Head of ESG Investing, Neuberger Berman Macro…
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...
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
Neuberger Berman: The News and Our Views
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman January was packed with news—and much of…
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…
The Destination, Not the Journey
by Ashok Bhatia, CFA, Co-CIO, Fixed Income & Brad Tank, Chief Investment Officer and Global Head of Fixed…
As Inflation Fades, Focus on Growth
by Neuberger Berman Amid slower economic growth and more benign monetary policy, we believe that this year bond…
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…
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…
Breaking Down the Liquidity Silos
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman Breaking…
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…
The Mortgage-Backed Moment
by Brad Tank, Chief Investment Officer and Global Head of Fixed Income, Jason W. Smith, Senior Portfolio Manager,…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
Will “AI Devices” Define the Next Decade?
by Cosmo Elms, Thematic Product Specialist, Neuberger Berman Generative AI is poised to revolutionize the smartphone market with…
The Global Challenges for the Next Generation
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman The Annual IMF Meetings in Marrakech raised…
Geopolitical Shocks and Portfolio Construction
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman Investors…
