NB Blog
Thoughts from our investment professionals on the evolving state of global markets and the macro economy.
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3Q 2024
Equity Market Outlook
We remain constructive on stocks amid tentative signs of a broadening market.
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Fixed Income Investment Outlook 3Q 2024
Widening Differences, New Opportunities
Monetary changes and economic stresses are starting to drive diverging fundamentals across fixed income markets, reinforcing the value of security selection.
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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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