Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
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...
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman The…
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…
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions 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…