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This website is intended to give Insurance clients access to our investment teams' current investment thinking and comprehensive information on our Insurance capabilities, including our:
- Topical investment focus
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- Latest literature
We have a well-established Insurance Solutions business with more than 20 years’ experience partnering with global insurance clients. Find out more.
Ziling Jiang
Head of Insurance Analytics – EMEA
Phone: +44 (0)20 7355 7205
Email: ziling.jiang@nb.com
Cyril Bosse-Platiere
Vice President, Insurance Strategy & Analytics
Phone: +44 (0)20 7355 7228
Email: cyril.bosse-platiere@nb.com
Oliver Little
Head of UK Insurance Solutions
Phone: +44 (0) 20 7390 4186
Email: Oliver.Little@nb.com
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Navigating the Emerging Markets Default Wave
Despite record defaults, stresses remain relatively low for the asset class overall.
A High-Yielding Haven
As an ever-more-aggressive rate-hiking cycle rocks the financial markets, might corporate credit offer a space that is both remunerative and relatively calm?
Managing the Risks of a Low-Carbon Portfolio
We recognize that much of the world still runs on fossil fuel. However, we firmly believe investors can construct portfolios that substantially reduce their carbon footprints while retaining exposure to all sectors—including energy.
Hold the Inflation Victory Lap
Inflation still appears to be the biggest source of potential volatility in the market, and we think that’s because it will remain the dominant economic story for the foreseeable future.
Inside the Psyche of the Connected Consumer
(19:35) As generational populations shift, what is going on in the psyche of today's digitally native consumer?
The Climate Has Changed for Infrastructure
Following a year of starkly revealed vulnerabilities in water, energy and supply-chain assets, some game-changing legislation suggests that governments are finally getting serious about infrastructure investment.
The Case for Unconstrained Multi-Asset Portfolios: Navigating the Challenges of Public-Private Investing
As investors navigate the challenges of integrating public and private markets we believe a single, unconstrained multi-asset portfolio can deliver a more efficient and opportunistic solution.
The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
How the Space Economy Is Achieving Liftoff
(17:04) As we take off further into the Space Age, we explore the growth potential and opportunity set within this quickly evolving sector.
Euro Parity: Threshold or Boundary?
The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.
The Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
Japan’s New Horizon in Small Caps
We believe smaller companies are poised to shine brightly in the “land of the rising sun.”
The Nominal and the Real
What might be the playbook for a potential recession in which nominal GDP grows by 8%—and are investors only just recognizing that they need one?
SDGs: A Framework for Investing
(28:35) How can investors utilize the UN’s Sustainable Development Goals as an informative framework to achieve better investment outcomes?
China: Suspended Animation
The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
Value, Growth and the True Exposures in Your Portfolio
If your portfolio has fallen more heavily than you anticipated this year, it may be because it has become biased to growth stocks: a full analysis could help restore the balance—and the exposure to a more disciplined style of value investing—you intended.
Recession Semantics
Whether the U.S. is actually in a recession is debatable, but high inflation will affect companies both positively and negatively.
The Private Equity of Yesterday, Today and Tomorrow
(22:07) Traditionally, Private Equity has offered key return potential and diversification benefits, which has allowed it to grow dramatically in the last 30 years. But could we see that growth continue as markets take a downturn?
Ukraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
Inflation is Hot—and Could Stay Hot
Autumn and winter should bring respite from the northern hemisphere’s punishing summer heatwave, but we don’t think they will ease the inflation temperature.
Real Estate: Built to Withstand Both Inflation and a Slowdown
Real estate could serve as a foundation for portfolios in an environment of high inflation, rising interest rates and slowing growth, and investing at the real estate company level can offer valuable advantages during a time of market uncertainty.
Forgo FOMO: Growth Investing for the Long Term
(12:08) As investors grapple with what the options are in today’s market, we look to growth stocks, which some may consider to be too risky right now, but we uncover how we believe that might not actually be the case…
Economic and Market Review: Key Considerations for Equity Investors
We see increasing likelihood of a recession, but even if we avoid one, we think the coming months are going to feel like a recession as the decline in stock market valuations in the first half of the year are likely followed by a decline in corporate earnings in the second half.
Earnings at a Crossroads
The guidance in this season’s earnings reports could start to tell us how far earnings are likely to decline and how much is already priced in.
Into the Inflationary Slowdown
As inflation persists and recession risks rise, our Asset Allocation Committee sees more yield potential in fixed income and favors commodities for ongoing inflation exposure, but remains cautious in equities.
Reasons for Optimism
Caution may be warranted during the uncertainty of the next quarter—but after markets have sold off so much, does it really make sense to be more pessimistic now than at the start of this year?
Building Value as Conditions Tighten
We anticipate resilient fundamentals, but also volatility tied to inflation and higher short rates.
The ECB’s Trilemma
Are we seeing the start of another eurozone crisis, or can the ECB fashion an effective tool to manage volatile southern European bond spreads?
Did You Miss the Commodity Boom?
Commodity prices are up substantially this year, but we believe structural supply and demand imbalances mean we are still in the early innings of this cycle.
The Mission Toward Carbon Transition
(17:11) What role does carbon play across infrastructure and are companies implementing changes across their operations as a result?
NB Votes: Kei Okamura on Amada Co. Ltd.
Neuberger Berman expects company management to allocate capital to maximize long-term risk adjusted shareholder value. Learn more from Portfolio Manager, Kei Okamura, about our views on Amada at NB Votes.
After the Revaluation, the Slowdown
Our Asset Allocation Committee believes that, whether we enter a recession or not, the expected slowdown and ongoing market volatility could feel like one for investors.
Integrating Climate Risk into Private Markets
Laying the groundwork for future iterations of climate-integrated SAA by exploring the additional factors an investor may consider evaluating for private markets application.
The Space Economy Achieves Lift-Off
Space-based industry is much more down-to-earth than you might think—and every day it touches more and more of our lives.
The Paradigm of Purpose and Profit
(18:26) How can companies respond to ESG issues in a way that goes beyond ticking-the-box exercises to capitalizing on these megatrends?
Descending From Extremes Is a Rocky Process
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
NB Votes: Marvin Schwartz on General Motors Company
Neuberger Berman expects compensation committees to design, adopt and clearly articulate a strong link between executive compensation and performance. Learn more from Senior Portfolio Manager, Marvin Schwartz, about our views on General Motors at NB Votes.
The Two-Way Market Persists
The search for value is on, particularly in short to medium duration.
Private Markets—From Alternative to Mainstream
In the June 2022 30th Anniversary Issue of Journal of Investing, Erik Knutzen, CIO—Multi-Asset, details the evolution of private markets over the last three decades and highlights the key trends and challenges anticipated for the future.
Smoothing Long-Term ESG Transition
Our Non-Investment Grade Credit team explores key issues and trends facing issuers.
NB Votes: Jason Tauber on Netflix
Neuberger Berman supports management proposals to declassify the board, eliminate supermajority voting requirements, and provide shareholders the right to call special meetings at Netflix Inc. Portfolio Manager, Jason Tauber, shares his insights on the proposals in further detail.
Investing in Infrastructure
The world faces a $15 trillion infrastructure financing gap by 2040, and cash-strapped governments are increasingly calling on private capital to achieve their digitalization, decarbonization, supply-chain enhancement and social-infrastructure goals.
Mythbusting Crypto Investing
(22:11) Digital currency has been considered the new frontier for many investors, so we bring in the experts to explore the ramifications of investing in one of the newer asset classes amid today’s investment backdrop.
Rising Rates and Risk Premia
In a very challenging environment for long-only investors, long/short risk premia have delivered attractive returns—but not always in the way history would have led us to expect.
Two Perspectives on the Sell-Off
We see signs that many investors are changing the way they think about the current sell-off—and that might challenge the way you think about the balance of risk.
Why LP-Led Secondaries Remain Relevant
In a recent PERE interview, Scott Koenig, Managing Director & Head of Real Estate Secondaries, discusses why he believes the volume of traditional style LP-led transactions will continue to grow and why they still offer attractive characteristics that remain appealing for investors seeking to buy into the long-established benefits of the secondaries.
Staying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic strategies?
Conversations With… Ray Carroll
Alternative risk premia can be great diversifiers, but it takes human insight to realize their full potential.
Diversifying into Insurance Risk Premia
How Insurance Linked Securities can potentially improve the diversification in an institutional portfolio.
Optimizing Currency Exposures under Solvency II
Recalibrating the Dynamic Ideal Hedge Ratio for European Insurers.Top