Webinars and Events
Opportunity Amid Uncertainty
The Storm Before the Calm?
On April 22, Erik Knutzen and Jeff Blazek, Co-Chief Investment Officers—Multi-Asset, and Ugo Lancioni, Senior Portfolio Manager for Fixed Income, shared their perspectives on the economic outlook moving forward.
The End of NATO? A Geopolitical Turning Point
Admiral James Stavridis, NATO’s 16th Supreme Allied Commander and 15th Commander of the U.S. European Command provided his views on global security, the evolving geopolitical landscape, and the implications for markets, defense, and transatlantic relationships. Neuberger Berman’s President and CIO of Equities, Joe Amato, moderated the discussion, which covered key topics including:
- The current state of NATO and its future amid rising global tensions.
- The evolving defense landscape in Europe, including increased spending and coordination challenges.
- The lessons learned from the ongoing conflict in Ukraine and their implications for defense strategies.
- The role of U.S.-China relations in shaping the global balance of power.
- Insights into the Middle East, including Iran’s nuclear ambitions and broader regional dynamics.
Don’t miss this opportunity to hear directly from one of the foremost experts on global security and its impact on investments and markets.
A Delicate Balance
On January 23, Erik Knutzen and Jeff Blazek, Co-Chief Investment Officers—Multi-Asset and Ashok Bhatia, Chief Investment Officer—Fixed Income, discussed the macro environment and the expected impacts for portfolio allocations in the quarter ahead.
Post-Election Insights: Market Impacts
Jeff Blazek, Co-CIO of Multi-Asset, and Shannon Saccocia, CIO of Private Wealth, discuss policy changes on tariffs, regulation, immigration, and taxes and the impacts for the markets. Watch the replay now for insights on navigating the evolving market environment.
Rates Relief or Slowdown Uncertainty?
On October 16, Erik Knutzen, co-Chief Investment Officer—Multi-Asset, along with his co-CIO in Multi-Asset, Jeff Blazek and Steve Shigekawa, Senior Portfolio Manager for Real Estate Securities, discussed the latest developments they have observed in the macro environment and how they believe it will impact the quarter ahead.
Navigating Portfolios Through the U.S. Election
As the candidates policies for trade, taxes and regulation become clearer, what are the possible sector impacts? We asked Joe Amato, President and CIO—Equities, and three of our sector specialists to provide their views for Technology, Health Care and Energy investors.
Policy and Politics
On July 11, Erik Knutzen hosted a session on the next set of views from the Asset Allocation Committee with Ashok Bhatia
Breadth and Balance
On April 17, Erik Knutzen, Chief Investment Officer—Multi-Asset, hosted a session on the next set of views from the Asset Allocation Committee with Doug Kramer
Flows and Fundamentals
On January 11, Erik Knutzen, Chief Investment Officer—Multi-Asset, was joined by Gregory Spiegel, Portfolio Manager on The Small Cap Team, to discuss how these dynamics seem to be playing out in the quarter ahead.
Solving for 2024: 10 Key Themes to Navigate the Markets
On November 16, our senior investment leaders discussed what they believe will guide investment decisions in 2024.
View our Solving for 2024 Outlook >
Engine Running, Shifting to Neutral
On July 18, Erik Knutzen, Multi-Asset CIO, Erik Knutzen, hosted a session on the next set of views from the AAC with guest Elizabeth Traxler, Managing Director, Private Investments Portfolios & Co-Investments.
