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Disruptive Forces in Investing Podcast
October 20, 2021
ESG: From Evolution to Revolution
(15:30) With regulatory frameworks changing for ESG investing, what might investors want to keep in mind as they develop sustainable portfolios?
Video
October 18, 2021
Identifying Japan’s Hidden Gems
(2:26) In this video, Joe Amato, Chief Investment Officer—Equities, and the Japan Equity team introduce what makes the Japanese market attractive, and how long-term active engagement is the key to enhancing long-term value.
CIO Weekly Perspectives
October 17, 2021
The Worst Seems to Be Over…Now It Gets Complicated
Investors have shifted focus from the immediate COVID-19 threat to the prospect of a cyclical slowdown and secular stagflation.
Insights
October 14, 2021
Public/Private Investing: Fixed Income at a Crossroads
Drawing on multiple fixed income asset classes can help investors navigate varied market environments.
Insights
October 14, 2021
El Salvador and Bitcoin
Establishing the cryptocurrency as legal tender is a risky move, but also carries some potential benefits.
Insights
October 13, 2021
NB Votes in the 2021 Proxy Season
During an important time, we made our voice heard.
Asset Allocation Committee Outlook
October 11, 2021
Clearing the Hurdles
On a 12-month horizon, this looks to us like an attractive environment for risky assets, but the inflexion point in the current cycle is proving particularly volatile: adopting a more defensive view in the short term could help investors clear the immediate hurdles.
CIO Weekly Perspectives
October 10, 2021
Caution Today, Opportunity Tomorrow
We think a more cautious stance represents a prudent approach to an already volatile inflection point between early-cycle recovery and mid-cycle expansion.
Fixed Income Investment Outlook
October 08, 2021
China And Europe: Driving Fixed Income Volatility, With More To Come
Recent developments have global reach and could create more enduring market impacts.
CIO Weekly Perspectives
October 03, 2021
The Inflation Generation
Temporary price spikes over the past 20 or 30 years have all passed without sparking a general rise in inflation, but here are four reasons why we think this time is different.
CIO Weekly Perspectives
September 26, 2021
China’s New Strategy in Its Pan-Asian Context
Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia.
Disruptive Forces in Investing Podcast
September 21, 2021
CAT Bonds: Finding Reassurance in Reinsurance
(20:12) With flooding, wildfires and hurricanes continuing to wreak havoc around the globe, how might investors want to consider these natural catastrophe risks within their portfolios?
Insights
September 21, 2021
Evergrande Heads for Default
We believe systematic risk beyond the Chinese property market remains limited.
CIO Weekly Perspectives
September 19, 2021
This Is Not a 60/40 Environment
The shift to a mid-cycle expansion beset with unusually high levels of uncertainty could bring a new test for asset allocators.
Expert Update
September 17, 2021
Vaccinations and Boosters; the U.S. Food and Drug Administration (FDA) Makes a Strong Statement
We thought it would be helpful to opine on conflicting data with respect to the potential protection afforded by natural immunity versus that derived from vaccination, as well as the recent FDA decision to recommend COVID-19 boosters for those over 65 years of age and/or at high risk of severe COVID-19.
CIO Weekly Perspectives
September 12, 2021
October Surprise?
It has been 11 months since the last 5% correction in equity markets, and the coming weeks present a number of significant potential risks.
Insights
September 08, 2021
Should Investors Stay Onboard the Chinese Dragon Boat?
Surprising policy developments are rocking the craft, but in our view the course remains set for the same long-term destination, and the uncertainty and volatility may present some attractive investment opportunities.
Disruptive Forces in Investing Podcast
September 07, 2021
Turning a New Leaf in Chinese Investing
(19:21) With changes to Chinese regulatory policy, many investors have started to pull away their investments in China. Putting the pandemic and geopolitical tensions aside, could these investors perhaps be leaving potential opportunities behind as a result?
CIO Weekly Perspectives
September 05, 2021
ECB Policy and Bunds Are Set to Move
Ahead of the key European Central Bank policy meeting on September 9, we offer our views on what will likely change, what may not, and what it could mean for the Bund yield.
Strategy Insights
September 03, 2021
ESG and Shareholder Value: Why Link Environmental, Social, Governance (ESG) Metrics to Executive Compensation?
With mounting evidence pointing to the materiality of ESG issues and potential ties to financial performance, we have seen investors asking for more companies to incorporate relevant and material sustainability / ESG metrics into their executive compensation plans.
Video
September 01, 2021
Crossover Investing in a Sea of Change
(14:59) With companies staying private longer and seeking new, innovative ways to go public, it begs the question: is there a confluence of these two asset classes at play? Could investing in late-stage private companies be the next big next out-of-the-box entry point for investors?
Systematically Speaking
August 31, 2021
All for One, One for All
Available data suggests that a balanced risk allocation to real assets may be the most robust way to mitigate the impact of upticks in inflation.
CIO Weekly Perspectives
August 29, 2021
How Big Data Casts New Light on Reopening Stocks
Our recent work on the COVID-19 Delta variant not only reminds us that data science can give us insights into the pandemic, but also about the ways alternative data need to be marshaled to provide actionable information for our investment views.
Video
August 27, 2021
When Offices and Shops Re-Open, Is the 5G Story Over?
Working and shopping from home during the pandemic highlighted the importance of 5G connectivity. But the pandemic only accelerated a trend that has been underway for years. Far from being over, the 5G story is only just beginning.
Disruptive Forces in Investing Podcast
August 24, 2021
Thinking Big When It Comes to Small Caps
(15:57) With the rise of meme stocks making headlines earlier this year, what other investment tools might be available to new and seasoned investors alike when it comes to investing in small caps?
CIO Weekly Perspectives
August 22, 2021
China Policy Moves Strengthen the Case for the Local Market
China’s regulatory reforms may be disruptive in the short term, but we see long-term positives.
Video
August 20, 2021
If 5G Is Here, Can 6G Be Far Behind?
Whether it’s 5G or 6G, the core investment theme is the same – opportunities enabled by next generation connectivity. Investors can benefit by seeking to identify the enablers and beneficiaries of this megatrend, across a range of sectors and value chains.
Insights
August 18, 2021
EM Corporate High Yield 2021 Default Outlook – Midyear Review
We expect a marginal uptick in defaults from our original estimates, given rising China corporate default risk offset by an improving outlook for much of the emerging markets.
CIO Weekly Perspectives
August 15, 2021
Don’t Fear the Taper
A potential reduction in the Fed’s purchases of agency mortgage-backed securities could open up opportunities for investors.
Disruptive Forces in Investing Podcast
August 10, 2021
Playing Good Defense in Diversification
(18:54) The idiom, “Don’t put your eggs in one basket” might come to mind when it comes to diversification, but how might investors want to go about heeding those timeless words of advice?
CIO Weekly Perspectives
August 08, 2021
On the Joy of Being Wrong
Think Again, by Adam Grant, is Erik Knutzen’s recommendation for this year’s summer vacation reading.
Insights
August 05, 2021
Private Debt, Capital Solutions and the Early-Cycle/Later-Cycle Paradox
Early-cycle growth prospects should incentivize investment, but later-cycle valuations can give pause: Private debt and capital solutions could resolve the paradox.
White Paper
August 04, 2021
Durable, Sustainable, Adaptable: Identifying Potential “Transition Winners”
In the modern economy, we believe the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.
Video
August 04, 2021
How Is 5G Affected by Tensions Between the U.S. and China?
Think of data as the new oil and 5G as the pipeline. 5G is seen as a strategic asset by many nations, as it is a key infrastructure to driving technology innovation and economic growth.
CIO Weekly Perspectives
August 01, 2021
Delta Blues
The Delta variant of the coronavirus is rattling markets and poses real risks, but we should not be distracted from the successful impact of vaccinations.
Video
July 30, 2021
Can 5G Help Build a More Sustainable Future?
We believe the higher speed, greater connectivity and lower latency enabled by 5G networks will unleash a range of technologies that can play a critical role in realizing the UN Sustainable Development Goals.
Insights
July 29, 2021
Ten for 2021—Midyear Update
We check in on the key themes we anticipated from the economy and markets in 2021.
Insights
July 27, 2021
Developing a Roadmap for ESG Performance
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
Insights
July 26, 2021
Inside TaxM™: Realizing Capital Gains vs. Managing Tracking Error
When funding a TaxM™: portfolio, it’s critical for the investor to understand the tradeoff between realizing capital gains (and having a subsequent tax burden) and maintaining a particular tracking error to the selected benchmark.
CIO Weekly Perspectives
July 25, 2021
The Preferred Option
How tailored solutions deploying preferred stock can help private equity-owned companies solve a pressing challenge in their capital structures—and earn very attractive risk-adjusted returns in the process.
White Paper
July 22, 2021
Private Equity in Focus
We believe private equity constitutes an appealing addition to traditional assets, with an array of options for access and diversification.
Video
July 21, 2021
What Are the “Killer Applications” of 5G?
We think there will be 5G-enabled “killer apps” in just about all aspects of life and every industry, which is why we believe that it takes a research capability covering all sectors to invest in this theme.
Disruptive Forces in Investing Podcast
July 20, 2021
The Great Housing Diaspora of COVID-19
(19:35) As a result of mass deurbanization during the pandemic, the residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply?
CIO Weekly Perspectives
July 18, 2021
Reconciling the Data and the Markets
Inflation is up, Treasury yields are down, and the recovery trade is on the ropes—we believe it’s all more evidence of a fiercely debating, two-way market.
Video
July 15, 2021
Could Asia be the Next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
CIO Weekly Perspectives
July 11, 2021
Technical Storm Drives Treasury Yields Lower
Light summer trading and overstretched short-duration positioning have led to a slump in rates—but is there anything more fundamental in the move?
Asset Allocation Committee Outlook
July 09, 2021
From Hanging Ten to Choppy Waves
Does a change in the weather forecast at the Federal Reserve signal an end to the early stage of this recovery cycle?
Video
July 09, 2021
Could the Global Chip Shortage Affect the 5G Rollout?
The semiconductor sector used to be cyclical, but with the advent of 5G and broader digitalization, demand growth has become increasingly structural.
Insights
July 06, 2021
The Great Reset: Rethinking Sustainability
In the second of our conversations about the post-pandemic landscape, we spoke with a power utility and an industrial gases company about climate-related risks and opportunities.
CIO Weekly Perspectives
July 04, 2021
Earnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
Article Reprint
July 02, 2021
Private Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?
Systematically Speaking
June 30, 2021
Commodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
Fixed Income Investment Outlook
June 30, 2021
Course Correction or Policy Framework Change?
Faced with higher inflation numbers, the Federal Reserve has begun to create more meaningful parameters around its evolving stance on monetary policy.
Disruptive Forces in Investing Podcast
June 29, 2021
The Electrification of Mobility
(21:53) Vehicle and machinery electrification have increased in popularity, now more than ever. So what are global vehicle manufacturers doing to meet consumer demand?
CIO Weekly Perspectives
June 27, 2021
Two-Way Markets Are Back
After nearly a year going up in a straight line, questions about inflation, the economic cycle and central bank messaging have brought more push and pull back into markets.
Insights
June 21, 2021
The Great Reset: Rethinking Globalization
In the first of our conversations about the post-pandemic landscape, Erik Knutzen spoke with economist Nancy Lazar about the future of globalization.
CIO Weekly Perspectives
June 20, 2021
Bond Yields Under a More Hawkish Fed
A more hawkish Fed may not lift Treasury or investment grade credit yields, and that raises important questions for fixed income investors and asset allocators.
Disruptive Forces in Investing Podcast
June 15, 2021
Making the REIT Move In Real Estate
(22:00) As we’ve begun to adjust to the “new normal” of a post-pandemic economy, what might investors want to keep their eyes on in REITs?
CIO Weekly Perspectives
June 13, 2021
A Show of Strength by Shareholders
As the 2021 proxy voting season winds to a close across the world, it looks set to mark a watershed moment for shareholder engagement.
Video
June 11, 2021
What Are 5G's Overlooked Opportunities?
Almost every aspect of our lives is likely to be changed by the coming of 5G, so we believe understanding the true breadth and depth of this investment theme means understanding more than just the semiconductor and telecoms industries.
CIO Weekly Perspectives
June 06, 2021
When the Chips Are Down
The global semiconductor shortage is often characterized as a short-term supply-and-demand imbalance, but we think it reveals a vast and secular need for investment capital.
Disruptive Forces in Investing Podcast
June 01, 2021
When Do Commodities Become a Hot Commodity?
(16:36) Since the early beginnings of civilization, commodities, such as grains, metals and coffee among others, have been a vital part of global commerce. But how will commodities today be impacted as we move further into the new normal?
CIO Weekly Perspectives
May 30, 2021
Roaring Twenties, or Back to the Late Teens?
This is a truly singular global recession and recovery, and it makes portfolio diversification both vital and challenging.
Systematically Speaking
May 28, 2021
Building Short-Term Resilience Into Long-Term Premia
Strategies designed to deliver risk premia over time need help to survive potential potholes and hairpin corners along the way.
CIO Weekly Perspectives
May 23, 2021
Are Central Banks Risking Their Independence?
Monetary policy institutions may be straining their credibility, which increases the likelihood of political encroachment and threatens our hard-earned victory over volatile consumer prices.
Insights
May 20, 2021
Next Generation Connectivity (5G) Strategy Update
In this video, Yan Taw (YT) Boon, Director of Research (Asia), shares his views on recent market volatility and how our 5G strategy is positioned to mitigate near-term risks. He also shares exciting opportunities emerged as a result of Biden’s infrastructure stimulus plan and the global semi-conductor shortages.
Article Reprint
May 19, 2021
Anthony Tutrone on Life After Dyal
In the May 2021 Buyouts Insider cover story, Anthony Tutrone, Global Head of Alternatives, explains the alternatives business and how it has evolved, while continuing to maintain a sharp focus on the needs and objectives of clients.
Disruptive Forces in Investing Podcast
May 18, 2021
Public vs. Private Credit: Competitors or Allies?
(19:50) Over the course of more than a decade, private debt has been in high investor demand. But how does private debt come into play alongside public fixed income markets?
Video
May 18, 2021
Non-IG News: An Update on the Cruise Industry
(6:41) In this video, our Senior Research Analyst, Adam Howaniec, provides an update on the Non-Investment Grade Cruise Industry.
Video
May 17, 2021
Integrating SASB Standards into Japan Equity Investing
(1:15) Kei Okamura, Director of Japan Investment Stewardship, shares his contribution to Sustainability Accounting Standards Board’s ESG Integration Insights.
CIO Weekly Perspectives
May 16, 2021
Jobs, Inflation and Market Volatility
This year’s inflation surprises are likely to create volatility in markets, but here’s why we think they are transitory and unlikely to derail the longer-term recovery.
Insights
May 10, 2021
The State of BBBs: Here to Stay
A significant, if misunderstood, market segment continues to offer attractive investment opportunity.
CIO Weekly Perspectives
May 09, 2021
REITs, Inflation and Rates
History suggests that a strong case can be made for a dedicated REITs allocation if you think inflation and interest rates are going up.
Disruptive Forces in Investing Podcast
May 04, 2021
Post-Crisis Investing for the Long Haul
(17:32) Looking to macroeconomics, we evaluate if investors are now at a market inflection point and what the associated implications are that could lie ahead.
Insights
May 04, 2021
REITS and Rates
History suggests that real estate securities can be an attractive investment if you expect inflation and rates to go higher.
CIO Weekly Perspectives
May 02, 2021
Pausing for Breath on ‘Peak Growth’
Rates of change in economic data may be hitting their peaks, but that need not preclude more long-term upside for risky assets.
Strategy Insights
April 30, 2021
How Sustainable Are Your Proteins?
Trends around health and wellness and a growing sense of climate change concerns have given rise to the growing acceptance of a flexitarian diet.
Insights
April 28, 2021
Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
CIO Weekly Perspectives
April 25, 2021
A Crack in China’s Debt Foundations
Bonds issued by China’s biggest distressed debt asset manager just lost 40% of their value—how concerned should we be?
White Paper
April 23, 2021
Transitioning to Net-Zero Investing
Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?
Investment Quarterly
April 21, 2021
Engagement 360°
For active managers, engagement on environmental, social and governance matters should be constant and multipronged.
Disruptive Forces in Investing Podcast
April 20, 2021
The Rising Tide of Equity Duration
(14:44) With concerns of inflation pressures anticipated in the months ahead, we explore Equity Duration as an intriguing tactic to consider during the potential winds of change in today’s economy.
Video
April 19, 2021
George Walker on CNBC: Taking a Stand with NB Votes
(7:55) George Walker, Chairman and CEO of Neuberger Berman, discusses Neuberger Berman’s advance proxy voting disclosure initiative, NB Votes, on CNBC.
White Paper
April 19, 2021
“Hidden Quality” in International Equity Markets
Traditional “quality” companies are bunched in a few sectors and appear expensive—is there a more subtle definition that can uncover “hidden” quality?
CIO Weekly Perspectives
April 18, 2021
NB Votes: Increasing the Impact of our Proxies
For the new proxy season, we have expanded our advance voting disclosure initiative across issues and geographies.
Asset Allocation Committee Outlook
April 13, 2021
The Temperature’s Rising
As Treasury yields climb and assets geared to the recovery race ahead, the Asset Allocation Committee asks, will the economy overheat, and should investors consider rebalancing?
CIO Weekly Perspectives
April 11, 2021
What Is the Toll on This Road?
The U.S. is crying out for infrastructure upgrades, but an overshoot on taxes could put its companies at a disadvantage.
Fixed Income Investment Outlook
April 07, 2021
Real Yields, Inflation Breakevens and Risk Assets: The Changing Environment
Investors need to position themselves for a different and more complex environment.
Disruptive Forces in Investing Podcast
April 06, 2021
Striving for a Net-Zero Investment Climate
(20:45) Climate change and achieving net-zero carbon emissions are at the forefront of global policy issues today, but how can investors make an impact when it comes to their portfolios?
Insights
April 05, 2021
Data Science Through the Crisis
Judicious use of data has provided key insights into the pandemic, the economy and businesses.
CIO Weekly Perspectives
April 04, 2021
Japan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot.
CIO Weekly Perspectives
March 28, 2021
Rising Stars and the Treasuries Sell-Off
Higher yields have so far left the credit market largely unscathed, but they have changed the balance of opportunity.
Insights
March 25, 2021
Senior Floating Rate Loans: Opportunity as Rates Rise
Where to find yield without duration when inflation expectations and nominal long rates are on the rise.
Systematically Speaking
March 24, 2021
The Hedger’s Dilemma
Demand for options-based tail risk hedging is unusually high—but is that predicated on some problematic backward-looking assumptions?
Disruptive Forces in Investing Podcast
March 23, 2021
What Are Women Doing About Wealth?
(16:41) As we prepare for an anticipated wealth transfer of $30 trillion to women over the next ten years, what should we know about how women invest assets differently than men?
CIO Weekly Perspectives
March 21, 2021
Is The Fed’s Word Its Bond?
The central bank is standing by its new policy commitment, and we believe that is supportive of equity markets.
Insights
March 15, 2021
Politics in Focus: The Case for Optimism
A political scientist weighs the potential for real progress out of Washington, DC, across a range of important issues.
CIO Weekly Perspectives
March 14, 2021
Remember Value Investing?
After being ignored for 13 years, value sectors such as financials, materials, energy and industrials are back—and we believe economic acceleration and rising rates set the stage for a multiyear recovery.
Insights
March 10, 2021
The Bitcoin Experiment
Recent appreciation in the cryptocurrency may be tantalizing, but understanding the dynamics behind this speculative asset is crucial before considering it as a potential investment.