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White Paper
June 2024
Specialty Finance: High-Yielding, Short-Duration and Uncorrelated Private Credit
The underlying assets, bespoke structuring and market dynamics of Specialty Finance can complement a traditional private debt strategy.
CIO Weekly Perspectives
June 2024
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
Insights
June 2024
Are U.S. and European Bonds About to Break Ranks?
The two markets have marched in lockstep for several months, setting up the potential for attractive relative-value and dispersion trades.
Article Reprint
June 2024
Buyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
Liquidity challenges seem to be fueling secondaries dealflow…
Insights
June 2024
The Changing Asian Landscape – Part 3: China Takes It Slow
The world may want higher growth, but Chinese policymakers are employing a balanced approach.
Podcast
June 2024
Consumer Dynamics Amid the Credit Crunch
(22:53) How are current consumers and companies alike navigating the current, seemingly uneasy, economic environment as it relates to credit markets?
CIO Weekly Perspectives
June 2024
It All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
Video
May 2024
Neuberger Berman Private Markets: Q1 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
CIO Weekly Perspectives
May 2024
Re-Rating Financials
A year after the mini-banking crisis, we see the normalizing interest rate and yield backdrop generating tailwinds behind the Financials sector.
Insights
May 2024
Deconstructing Opportunities in IG Credit
With narrow spreads and supportive fundamentals, watch for opportunities tied to value dislocations.
Podcast
May 2024
The Wonders of Japan’s Economy
(19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
CIO Weekly Perspectives
May 2024
The Structural Trends, Whoever Wins
Positioning for geopolitical shocks or election results is difficult, but we think the resulting structural trends are easier to identify and prepare for.
White Paper
May 2024
The Equity Breakdown: Parsing the Key Debate in Five Sectors
Five of our senior equity analysts weigh in on the crucial conversation in each of their sectors.
Article Reprint
May 2024
Why Almanac Prefers Real Estate Platforms
In this interview Wouter Klijn from i3 (Australian institutional publication) speaks with Matthew Kaplan and Justin J. Hakimian.
CIO Weekly Perspectives
May 2024
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
Insights
May 2024
The Changing Asian Landscape – Part 2: Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
White Paper
May 2024
De-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
White Paper
May 2024
Corporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
CIO Weekly Perspectives
May 2024
The Coming Wave of Homebuyers
How higher rates for longer could be positive for U.S. consumption.
Article Reprint
May 2024
PEI Secondaries Roundtable: Private Markets’ Most Undercapitalized Asset Class
In a roundtable conducted by PEI, Ben Perl and other market leaders discuss the growth potential and opportunity set within the secondaries space, while also commenting on the issue of limited liquid capital available.
Insights
May 2024
U.S. Election: Age, Cash and Conflict
A political observer gives Joe Biden the edge, but thinks plenty could happen before November.
Podcast
April 2024
Making Dollars and Sense: The Critical Role of Financial Literacy
(30:00) With a distinct knowledge gap across the global consumer base, we delve into the why behind the lack of Financial Literacy and how our industry can support budding investors in navigating the markets.
CIO Weekly Perspectives
April 2024
An Ocean of Difference
‘Copy and paste’ your U.S. inflation outlook onto Europe and you may miss the opportunity in core European bonds.
White Paper
April 2024
The Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
Podcast
April 2024
What’s Up in the Air?
(18:17) As the airline sector has returned from years of COVID travel lags, we explore what has happened amid its journey to recovery and discover what else has transpired in the process...
CIO Weekly Perspectives
April 2024
Hot Commodities
We think the asset class stands to benefit from our base scenario, while having the potential to outperform and act as a hedge should tail risks be realized.
Asset Allocation Committee Outlook
April 2024
Breadth and Balance
The economic outlook may have improved, but we believe large parts of the credit and equity markets are fully valued.
CIO Weekly Perspectives
April 2024
Stay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
Equity Market Outlook
April 2024
Extreme Distortions Everywhere: A Moment for Active Management
Powerful investment themes, such as AI, can capture the market’s collective imagination and we believe can create opportunities for tremendous wealth. Taken to an extreme, however, they can also trigger distortions across and within the markets.
Podcast
April 2024
Make Your Money Move
(16:10) With interest rates peaking, geopolitical uncertainty and the allure of cash savings diminishing, navigating investment opportunities can be a challenge. Is now the right time to make your money move?
Fixed Income Investment Outlook
April 2024
A Winding, Downward Path
While inflation remains a stubborn issue, the softening economy suggests that developed-market monetary easing could start sometime this year.
Insights
April 2024
Breadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
CIO Weekly Perspectives
April 2024
Broaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
Insights
April 2024
The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
Article Reprint
April 2024
PEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
CIO Weekly Perspectives
April 2024
Time for the Yen to Blossom?
Strong forces still weigh on Japan’s currency, but its long, cold winter may be coming to an end.
Article Reprint
March 2024
Why This Market Theme is Ripe for Active Investing
Jonathan Bailey outlines his investment philosophy, shares insights from working with both governments and asset managers on sustainability, and explains why active investing is critical to achieving net-zero outcomes.
Article Reprint
March 2024
The Challenge of Active Engagement in a World of Passive Ownership
Jonathan Bailey shares the areas of focus driving his team’s research agenda.
Podcast
March 2024
Reassessing Retirement Savings with Robin Diamonte
(27:22) As retirement saving options continue to evolve, we bring Robin Diamonte, CIO of RTX, to share her insights on this crucial topic.
CIO Weekly Perspectives
March 2024
A Major Change in the Markets
Investors are now focused on growth more than inflation—what might that mean for portfolios?
Insights
March 2024
Opportunity in the Undercapitalized World of Private Equity Secondaries
While an increasing volume of GP-led transactions is being brought to the market, there is an acute shortage of capital—providing an attractive and likely lasting opportunity for experienced investors.
Insights
March 2024
Neuberger Berman Private Markets Q4 2023 Preliminary Valuation Summary and Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
CIO Weekly Perspectives
March 2024
Re-Emerging Markets
After two years of record-breaking outflows, is emerging markets debt due for a turnaround?
Podcast
March 2024
When Specialty Finance Meets Silicon Valley Innovation
(19:55) As the opportunity set for alternative credit solutions continues to expand, we learn more about what innovations are happening in Specialty Finance today.
CIO Weekly Perspectives
March 2024
The Second Wave of the AI Investment Theme
The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
CIO Weekly Perspectives
March 2024
The Credit Opportunity in M&A
In an environment of tight spreads and low volatility, we believe the reemergence of mergers and acquisitions can be a source of idiosyncratic alpha in credit markets.
White Paper
March 2024
Cyber Risk and ILS
Exploring opportunities in the cyber (re)insurance market.
White Paper
February 2024
The Muddy Logic of Passive Commodity Investing
Passive investing in commodities is a bit of an oxymoron.
Podcast
February 2024
Real Estate Secondaries: A Diamond in the Rough Market?
(15:45) With real estate valuations falling and liquidity needs rising, could Real Estate Secondaries be considered “a diamond in the rough” market?
CIO Weekly Perspectives
February 2024
Earnings Remain Key in a Confusing Macro Picture
Macro uncertainty is high, but the earnings season has been solid—and not only in the U.S.
CIO Weekly Perspectives
February 2024
Inflation and Consumer Sentiment
U.S. consumer sentiment has defied predictions of excess savings running dry, but do hotter inflation data pose a risk?
Insights
February 2024
2023 Proxy Season in Review
In a period of unique market and economic dynamics, Neuberger Berman continued our tradition of vocal engagement to encourage best practices from companies.
Insights
February 2024
Real Estate Secondaries: A Discount to What?
Finding opportunity in a period of falling valuations
Insights
February 2024
The Importance of Monitoring Credit Spreads In Positioning Equity Portfolios
On February 2, 2024, the yield spread between the Baa corporate bond and the 10-year Treasury bond sat at 147 bps—the narrowest level since 2000.
CIO Weekly Perspectives
February 2024
Added Value in ABS
Corporate credit offers tight spreads and a broad consensus—might the complex crosscurrents of securitized products be more interesting?
Insights
February 2024
A Perspective on Private Equity NAV Loans
Net Asset Value loans have captured popular interest across the Private Equity universe.
White Paper
February 2024
Private Credit Is Gaining Steam—Where Do We Go From Here?
A vast menu of private credit arrangements now finance nearly every aspect of the real economy.
CIO Weekly Perspectives
February 2024
The News and Our Views
January was packed with news—and much of it supported our views for the year ahead.
Article Reprint
February 2024
Private Equity Outlook - 2024
Going into 2024, we believe the record-high dry powder reserves suggest potential for significant PE activity as values slowly recover and conditions improve…
Article Reprint
February 2024
Access for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so”
Podcast
January 2024
A New Era for Private Credit
(15:12) Will the private credit bubble burst, or is it the dawn of a lasting investment trend?
CIO Weekly Perspectives
January 2024
The Year Ahead for the Major Industry Sectors, Part 2
The second of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
CIO Weekly Perspectives
January 2024
The Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
CIO Weekly Perspectives
January 2024
The Destination, Not the Journey
Interest rate expectations are volatile right now, but focus on the fact that almost everyone agrees rates have peaked and their next move is down.
Asset Allocation Committee Outlook
January 2024
Flows and Fundamentals
With cash rates priced to decline substantially, we think it is time to deploy liquidity, locking in bond yields and seeking out value in the equity market.
Insights
January 2024
Building Momentum: 2024 Outlook for ESG Regulation
After a year of burgeoning regulatory development, we assess what may come next
Podcast
January 2024
What Tailor-Made Investing Looks Like
(15:48) What does it mean to take a customized approach in investing?
CIO Weekly Perspectives
January 2024
Poll Positioning
Voters representing around half of the world’s GDP go to the polls this year—what might that mean for the economy and investors?
Equity Market Outlook
January 2024
Making Sense of Mixed Signals
Against long odds, 2023 marked the return of investor optimism. We examine the sustainability of the potentially precarious drivers that may be underpinning last year’s stunning market rally.
Fixed Income Investment Outlook
January 2024
As Inflation Fades, Focus on Growth
Central bank actions could take a backseat to growth trends in pricing bonds
CIO Weekly Perspectives
January 2024
Outlook 2024
The leaders of our investment platforms welcome the new year with their views for 2024.
Insights
December 2023
COP28: So Near and Yet So Far
Though not enough to limit warming to 1.5°C, and weaker than some had hoped, the outcomes of the climate conference are better than many had feared.
CIO Weekly Perspectives
December 2023
Some Credit for Active Management
Tempted by high yield? Here’s why we think investors may want to consider resisting the temptation to invest passively.
Video
December 2023
Navigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors?
Podcast
December 2023
Behind the Scenes of Solving for 2024
(23:18) Now that we’ve published our Solving for 2024 themes, we explore the behind the scenes thinking that led us to our assessment on the state of markets.
CIO Weekly Perspectives
December 2023
Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
CIO Weekly Perspectives
December 2023
Breaking Down the Liquidity Silos
Breaking down the boundaries between liquid and illiquid assets could broaden our outlook and better align portfolios to our objectives and time horizon.
Video
November 2023
Neuberger Berman Private Markets: Q3 2023 Preliminary Valuation Summary & Analysis
(7:54) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
Podcast
November 2023
The Art of Giving in Philanthropy
(24:54) Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction?
White Paper
November 2023
European High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
CIO Weekly Perspectives
November 2023
COP28: Expect Disappointment and You'll Never Be Disappointed
Four things to look out for amid the pessimism at this year’s climate-change gathering.
Video
November 2023
The Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum
(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.
CIO Weekly Perspectives
November 2023
The Mortgage-Backed Moment
Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.
Insights
November 2023
Navigating Value Creation in Private Equity
Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors?
Podcast
November 2023
The Liquidity Squeeze in Secondaries
(23:05) As the thirst for liquidity solutions intensifies, are we on the brink of a major market growth spurt in Private Equity Secondaries?
CIO Weekly Perspectives
November 2023
The Return of Industrial Policy
As governments play a bigger role in the economy, we think businesses and investors will need to think more about inflation, location and taxation.
White Paper
November 2023
The Limitations of Passive Investing to Achieve a Net-Zero Outcome
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
Insights
November 2023
Three Notable Trends in the World of Secondaries
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers.
CIO Weekly Perspectives
November 2023
Is Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
CIO Weekly Perspectives
October 2023
The Case for Co-investments
Scarcity of co-investment capital could be creating a window of opportunity.
CIO Weekly Perspectives
October 2023
The Global Challenges for the Next Generation
The Annual IMF Meetings in Marrakech raised an interesting question: Is the whole world a developing economy now—and can it pay for that development?
Insights
October 2023
Private Markets Update
Private equity performance has thus far held up well in 2023 as the market landscape shifted and key trends emerged across the phases of the private equity cycle: fundraising, deal activity, debt financing and exit opportunities.
Podcast
October 2023
A Force to Be Reckoned With
(22:41) As we mark our 100th episode, we explore the disruptions facing our industry at large.
CIO Weekly Perspectives
October 2023
Geopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
Asset Allocation Committee Outlook
October 2023
Higher for Longer, Longer the Stronger
“Savings depletion and weakness among small-cap and regional bank stocks suggest that the U.S. economy may not be as strong as it seems.”
Fixed Income Investment Outlook
October 2023
Staying Airborne
Slowing growth could still be enough to avoid a hard landing; look to yield for total return.
CIO Weekly Perspectives
October 2023
Tighten Your Seatbelts
Shifting supply-and-demand dynamics appear to be driving bond markets more than fundamentals, which makes for a bumpy ride.
White Paper
October 2023
Japan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
Article Reprint
October 2023
Mid-Life Opportunities
We believe sponsors are increasingly looking for co-investment partners to support growth ambitions in existing portfolio companies or to generate liquidity.