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Latest Thinking
Article | July 2025
Witnessing India’s Transformation
- A recent visit reaffirmed our conviction as to the pace of change in this key economy.
CIO Weekly Perspectives | July 2025
Japan: Opportunity Trumps Politics
- The U.S. trade deal will further support improving economic fundamentals in Japan, which underpin our constructive equity positioning on the country. Recent political developments and volatility in the government bond market are unlikely to change our long-held view.
Disruptive Forces in Investing | July 2025
From Forecasts to Facts: Revisiting 2025’s Investment Themes
- (28:52) At the midpoint of 2025, NB’s investment leaders revisit their key market themes, examining what played out as expected, and what surprised them. Discover the drivers and risks shaping the rest of the year.