With inflation risks continuing to appear across the greater global economy, many investors may be thinking about how to best prepare their portfolios for potential volatility ahead. The unprecedented market events, stemmed from COVID-19, give the current landscape a sense of volatility that even the most seasoned investors might not be prepared for…so how might investors want to get creative yet defensive when it comes to diversification? The idiom, “Don’t put your eggs in one basket” might be the first line of defense, but how might investors want to go about heeding those timeless words of advice? On this episode of Disruptive Forces, Erik Knutzen, Chief Investment Officer—Multi-Asset Class, and Joe McDonnell, Head of Portfolio Solutions, EMEA join Anu Rajakumar to collectively chat about how diversification plays a vital role in portfolio development now more than ever.
Inflation and Consumer Sentiment
U.S. consumer sentiment has defied predictions of excess savings running dry, but do hotter inflation data pose a risk?
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.
The News and Our Views
January was packed with news—and much of it supported our views for the year ahead.