The ECB’s Trilemma
by Patrick Barbe, Head of European Investment Grade Fixed Income, & Ugo Lancioni, Head of Global Currency, Neuberger…
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...
After the Revaluation, the Slowdown
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman Our Asset Allocation Committee believes that,…
Descending From Extremes Is a Rocky Process
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman To understand the current volatility, it helps…
The Two Way Market Persists
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman The search for value is on, particularly in short…
Two Perspectives on the Sell-Off
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman We see signs that many investors…
Staying on Theme
by Hari Ramanan, CIO of Global Research Strategies, Neuberger Berman When inflation, interest rates and global economic uncertainty…
Are We There Yet?
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Regardless of whether we get a hard…
Inflation-Fighting Properties
by Matthew Kaplan, Head of Almanac, Neuberger Berman Real estate has tended to get a prominent page in…
Japan Is Back on the Risk Radar
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Japan and the extreme moves in its currency are…
The Rising Costs of a Drawn-Out War
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman Financial markets may not ebb and…
Cautious, not Bearish
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Investors may want to position for persistent…
Has Fear of the Fed Peaked?
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman As investors continue to digest the likely path of…
From Buying the Dips to Fading the Rallies
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman Equity markets are higher than they…
War, Inflation, and Markets
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Investors appear to be refocusing on pre-war…
Value Can Potentially Outperform Even if Growth Slows
by Eli M. Salzmann, Senior Portfolio Manager & David Levine, Portfolio Manager, Neuberger Berman We believe value is…
