Global markets have faced a backdrop of enormous economic, health and social challenges over the last year. As a result, the rate of adoption and integration of environmental, social and governance (ESG) considerations by stakeholders is accelerating across the globe. It is critical for companies to incorporate ESG factors into their long-term business strategy, as failing to do so could affect the cost of capital over time. Navigating this dynamic environment can be challenging and Neuberger Berman seeks to partner with key stakeholders to help drive solutions, transparency and engagement.
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?
Paid to Be Patient
It may be time to plan the journey back to risk, but not yet time to act—peak rates could still be disruptive, and they pay investors for proceeding carefully.
Are Agency Mortgages a Home Run?
Why we think recent banking-sector stress has made already attractive U.S. mortgage securities even more keenly valued.
A Sharp Turn
Risk/reward for many fixed income sectors has been shifting.
The More Things Change, Part II
Banking stresses may have tightened conditions enough for policymakers to pause their hiking cycles indefinitely.
ESG: Making Sense of the Mudslinging
What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.
Non-Investment Grade Defaults: Up From the Lows, but Contained
With defaults rising off of all-time lows, but likely remaining well below recession norms, we remain constructive on high yield and non-investment grade credit.