NB Blog
Thoughts from our investment professionals on the evolving state of global markets and the macro economy.
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4Q 2024
Equity Market Outlook
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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Fixed Income Investment Outlook 4Q 2024
Treading Carefully Downhill
Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
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ASSET ALLOCATION COMMITTEE OUTLOOK 3Q 2024
Policy and Politics
The first-quarter inflation bump is behind us, but we believe the risks of monetary policy errors and electoral surprises have risen.
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We believe that our 100% independent, employee ownership and singular business focus best aligns us – both as an organization and as individuals – with the long-term interests of our clients. With no external parent or public shareholders to serve, we are empowered to run our business with a lasting, client-centric perspective and concentrate our efforts solely on our core activity of investment management.
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