Equity Market Outlook 4Q 2023
Economic and Market Review: A Change of Season
For all the exuberance over a potential soft landing, we believe a rising tide of data reveals an economy that is more likely tracing a scenic detour to recession.
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Bonds are Back
And so is Risk
We believe today’s higher yields are here to stay, making bonds a critical source of portfolio income and total return after a decade in the doldrums.
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June 2023
Neuberger Berman Annual Report
In this year's edition of the Annual Report, we reflect on the strengths that saw us through a uniquely challenging 2022.
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NB Blog
Thoughts from our investment professionals on the evolving state of global markets and the macro economy.
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Fixed Income Investment Outlook 3Q 2023
Last Mile for Tightening
With tightening nearing an end but policy rates likely to remain elevated, we currently favor shorter durations, quality and attention to underwriting.
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Latest Insights
Investment Ideas
Equities
Global and European Sustainable Equity Strategies
The pace of change within technology, society and the world in general is driving some powerful investment themes. Our recently launched Global and European Sustainable Equity Funds seek to identify quality businesses where sustainability reinforces competitive advantage.
EQUITIES
Thematic Equities
Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, creating a rapidly unfolding race with winners and losers.