Conversation with Joseph V. Amato
"We’re deeply committed to our investment culture—an environment that encourages original and independent thinking"
~ Joseph V. Amato, President and Chief Investment Officer—Equities
Equities
Equities
CIO WEEKLY PERSPECTIVES
The End of American Exceptionalism?
The rest of the world is due some cyclical catch-up with the U.S., but talk of a structural change in the global economic ecosystem is premature.
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NB Insights
Our white papers, insights articles and videos explore the latest industry and market trends.
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Equities
PLATFORM OVERVIEW
Fundamental, quantitative and alternative offerings spanning market capitalizations and regions provide opportunity for bespoke solutions to meet unique client needs.
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Equities
2Q 2025
Equity Market Outlook
While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring some relief on initial tariff proposals, and that sharply slower growth seems more likely than a U.S. recession.
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Our Philosophy
Alpha generation is the priority for our specialist investment teams, which leverage deep firm resources and expertise, including global research, data science and stewardship and sustainable investing capabilities
Deep Research
Highly experienced, sector-focused research analysts develop company ratings for the firm’s portfolio management teams, partnering in the rigorous exchange of ideas to drive differentiated investment views
Data Science
Machine learning, natural language processing and cloud computing analyze ~6TB of novel data daily to provide deeper understanding of economic, industry and company fundamentals
Infrastructure
Industry-leading technology, independent risk management and real-time trading capability across all time zones
Our Platform
$130bn
of assets under management across an integrated global platform comprised of
277 investment professionals, including 50 research analysts
277 investment professionals, including 50 research analysts
U.S. LARGE & ALL CAP
U.S. SMALL & MID CAP
GLOBAL & REGIONAL
EMERGING MARKETS
THEMATIC
ALTERNATIVES
Equities Portfolio Management Centers
80+ Years of Leadership and Innovation in Equity Investing, Since 1939
Stewardship & Sustainable Investing
Financially material environmental, social and governance factors are important drivers of long-term investment returns from both an opportunity and a risk-mitigation perspective
Innovative Strategies
Diverse range of investment strategies, including strategies focused on assessing financially material factors and strategies with outcomes-focused objectives such as impact, climate transition and avoidance-based.
Proprietary Views
4,000+ systematically developed NB ESG Quotient™ ratings for companies based on financially material factors1
NB Votes
39 proxy votes published in advance and voted on behalf of our clients, an important component of creating shareholder value2
Active Engagement2
We believe close engagement with management on financially material issues has the potential to create economic value while reducing risk
3,040
engagements with equity issuers
34%
on environmental issues
53%
on social issues
94%
on governance issues
Latest Thinking
Insights
CIO Weekly Perspectives | May 2025
The End of American Exceptionalism?
- The rest of the world is due some cyclical catch-up with the U.S., but talk of a structural change in the global economic ecosystem is premature.
Article | April 2025
Surging Tariffs Are Flipping the Chip Script
- The global trade war is accelerating China’s localization efforts; spurring low-cost production in India; and driving incremental growth in Asia’s Golden Triangle.
White Paper | September 2023
The Active Foundations of Sustainable Investing
- As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
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