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…
Tighten Your Seatbelts
by Brad Tank, Chief Investment Officer and Global Head of Fixed Income, Neuberger Berman Shifting supply-and-demand dynamics appear…
Long the Strong
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman The prolonged adjustment to higher…
Political Gridlock but Fiscal Largesse
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman How political dysfunction undermines debt sustainability and…
