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…
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...
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…
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…
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…
