(4:51) Steve Shigekawa, Neuberger Berman Real Estate Securities Portfolio Manager, discusses the impact of the recently approved fiscal and monetary stimulus packages and portfolio positioning in light of the economic slowdown.
Fixed Income Update – September 2020
(4:22) In this brief update, Ashok Bhatia, Deputy CIO—Fixed Income, provides an overview of the developments within Fixed Income markets and the outlook for what’s ahead.
Market Conditions and Opportunities in Private Credit
(4:48) Matthew Bird, Managing Director for our Private Debt team, provides an update on how the Private Debt markets are managing through the COVID-19 crisis, how the team has been managing portfolios since March, and what investors could anticipate in the months ahead.
Recovery Scenarios and Emerging Themes
(4.13) Erik Knutzen shares guidance on navigating the range of paths through the recovery and our playbook 2.0 for capitalizing on investment themes.
A New Cold War?
(5:29) U.S.-China relations have been tested over the course of the pandemic. There are rising concerns that a potential decoupling of the two countries could usher in a new cold war, which may bring negative impacts to the overall global economy. How might this affect China? Watch this video where Ning Meng, Portfolio Manager – China Equity, discusses his views with Patrick Liu, Head of China, on the economic and equity market outlook for China.
“The World’s Factory” Reopens
(5:32) Just as Chinese manufacturers are coming back online, the rest of the global economy is still struggling to contain the outbreak. With overseas demand for Chinese manufactured goods weakening, where does demand come from? How might this affect China’s economy?
Equity Investing as We Approach a “New Normal”
(3:59) Richard Nackenson, Neuberger Berman Equity Portfolio Manager, discusses how investor psychology has changed over the past month and where he is finding investment opportunities as we approach a “new normal.”
Private Equity Perspectives “Moving from Defense to Offense”
(7:27) David Stonberg, Global Co-Head of Private Equity Co-Investments, provides an update on the private equity market and discusses deal activity in the Co-Investment space.
Trends in Private Market Investing
(3:57) Sean Ward looks at the trends that are emerging across buyout managers and how this is impacting investor sentiment.