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…
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...
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…
Uninvestable Russia
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman We survey the impact on worldwide fixed income markets…
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…
