Conflict and Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, and Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger…
The Supply-Led Inflation Challenge
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman The Fed could end up playing checkers…
China Is Still an Asian Tiger
by Ning Meng, China A-Share Strategy Leader, Neuberger Berman We think the Lunar New Year could see a…
2022: A Year of Major Inflection Points
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman These five big transitions are likely to…
New Year, New Monetary Policy
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman As markets adjust for an environment of tighter monetary…
The Fight Against Inflation has Begun
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman We think that inflation, central bank…
Omicron vs. the Fed
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman The volatility of the past two weeks…
Real Rates Are the Key to This Cycle
by Robert Surgent, Senior Portfolio Manager, Neuberger Berman Most of the consensus trades for 2021 failed in the…
Tremors in Credit and Currency Markets
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman November’s modest uptick in volatility, driven by…
Simple Equity Themes for Complex Times
by Joseph V. Amato, President and Chief Investment Officer—Equities , and Terri Towers, Senior Research Analyst, Neuberger Berman…
Central Banks Emerge From Hibernation
by Brad Tank, Chief Investment Officer—Fixed Income, Thanos Bardas, PhD, Co-Head of Global Investment Grade Fixed Income, Yanick…
COP26: The Heat Is On
by Jonathan Bailey, Head of ESG Investing, Sarah Peasey, Director of European ESG Investing, Neuberger Berman Why COP26…
Caution Today, Opportunity Tomorrow
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman We think a more cautious stance…
The Inflation Generation
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Temporary price spikes over the past 20 or 30…
China’s New Strategy in Its Pan-Asian Context
by Yan Taw (YT) Boon, Director of Research, Asia, Neuberger Berman Why we believe China’s strategic reorientation changes…
