The Inflation Inflection: Adjusting to the New Paradigm
We believe 2021 marked an inflection point to a new era of structurally higher inflation—here we offer some ideas about how to position portfolios for the risks, the opportunities and the heightened uncertainty that implies.
Latest Insights
Recession Semantics
Whether the U.S. is actually in a recession is debatable, but high inflation will affect companies both positively and negatively.
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.
Neuberger Berman Annual Report - July 2022
In this year’s edition of the Annual Report, we turn the tables on ourselves as we judge our progress over the past year and think about what lies ahead for our business.
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.
5G Connectivity
Now, more than ever, we live in a technologically connected world.With the growth in 5G technology we can expect much more.
Building Value as Conditions Tighten
We anticipate resilient fundamentals, but also volatility tied to inflation and higher short rates.
Investment Ideas
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.
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.