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White Paper
December 11, 2019
Mitigating Inflation Risk at Lower Opportunity Cost
Inflation-mitigating allocations can drag on returns when inflation is subdued: diversifying and tactical allocation can help.
December 10, 2019
Disruption Outlook: Trade War & Tariffs
In emerging markets, it is critical for investors to separate signals from the noise as uncertainty around trade policy continues.
Systematically Speaking
November 22, 2019
Two Cultures, One Aim
How genuine collaboration between quantitative and fundamental analysts can enhance stock selection and portfolio construction.
CIO Weekly Perspectives
November 17, 2019
The Political Economy
As confidence in the economic data grows, wariness about political uncertainty and “fiscal dysfunction” is as elevated as it has been in years.
November 11, 2019
Solving for 2020: "Fiscal Dysfunction" Unmasked
The heads of our investment platforms identified the key themes they anticipate will guide investment decisions in 2020.
November 07, 2019
Thematic Investing at Neuberger Berman
Why we believe Thematic Investing offers significant opportunities for growth.
October 25, 2019
Emerging Markets Equity: Active Opportunities, Beyond Benchmarks and ETFs
Active management of emerging markets equity portfolios has the potential to offer demonstrable advantages over ETF investing in terms of performance and long-term strategic positioning, among other consideratons.
CIO Weekly Perspectives
October 20, 2019
Time to Get Off the Sidelines?
Things may be bottoming out.
CIO Weekly Perspectives
September 29, 2019
Building Momentum
We believe the underappreciated growth story in REITs has many years yet to play out.
CIO Weekly Perspectives
September 22, 2019
Resilient or Reckless?
Extraordinary events are buffeting markets, but equity indices sail on.
September 19, 2019
Next-Generation Mobility: It’s About the Journey
Finding opportunities along the road to fully autonomous electric vehicles.
CIO Weekly Perspectives
September 01, 2019
Toxic Mix of Politics and Policy
It’s official: We’ve moved into another dimension.
July 18, 2019
Investing Deep in the Cycle
As the US economic expansion moves past the decade mark, we offer three ideas to help keep portfolios on course.
July 18, 2019
Ten for 2019—Midyear Update
The heads of our four investment platforms revisit the key themes they anticipated would guide investment decisions in 2019.
CIO Weekly Perspectives
July 14, 2019
Don’t Fight the Fed
Brace for the first rate cut in a decade—but don’t get dragged along by it.
CIO Weekly Perspectives
June 23, 2019
Do We Really Need Lower Rates?
They may discourage the fiscal reform and corporate investment that the economy needs.
June 21, 2019
5G: The Next Generation of Connectivity
The implementation of 5G networks will allow for greater connectivity, affecting just about every area of the economy—how should investors prepare?
June 21, 2019
Autonomous Vehicles: An Evolution, not Revolution
The convergence of tech and auto has led to rapid advancements in auto safety features, creating the building blocks for truly autonomous vehicles.
CIO Weekly Perspectives
June 02, 2019
Wrestling in the Markets
Slowing growth, low yields and geopolitical maneuvers are making for quite a spectacle.
Systematically Speaking
May 30, 2019
Harvesting Insights from Insider Activity
The intuitive link between legal insider trades and stock returns proves elusive as a quant strategy.
CIO Weekly Perspectives
May 26, 2019
Still Emerging
News flow may be distracting from emerging markets’ attractive, mid-cycle fundamentals and valuations.
May 16, 2019
Conversations With… Ray Carroll
Alternative risk premia can be great diversifiers, but it takes human insight to realize their full potential.
May 10, 2019
Late-Cycle Investing: Re-Assess Strategic Asset Allocation
The challenge of maintaining exposure to growth potential without losing control of risk.
May 10, 2019
Late-Cycle Investing: Identify Through-Cycle Themes
Look for investments whose performance is not primarily determined by the business cycle, or whose dynamics supersede or “look through” that cycle.
May 10, 2019
Late-Cycle Investing: Distinguish Signals from Noise
How to tell when late-cycle is turning over into end-cycle? Two places: look at data coming from the real economy and at indicators from financial markets.
May 10, 2019
Late-Cycle Investing: Be Prepared to Provide Market Liquidity
Illiquidity poses risks, but may also generate opportunity for those prepared to provide market liquidity.
White Paper
May 10, 2019
Survive and Thrive: Late-Cycle Investing
Late-cycle is arguably the most challenging time for investors and asset allocators.
CIO Weekly Perspectives
May 05, 2019
On the Meaning of “Transitory”
The Fed Chair has been stretching semantics on inflation, but his growth outlook mirrors ours.
April 04, 2019
A Drive Around the Yield Curve
An inverted yield curve can still be a useful leading indicator, but don’t read too much into it.
Asset Allocation Committee Outlook
April 03, 2019
Asset Allocation Committee Outlook 2Q2019: On the Wings of a Dove
Markets soared on the wings of a central-bank dove during 1Q, but the engines of the global economy must spark back to life if we are to remain airborne.
CIO Weekly Perspectives
March 31, 2019
Bonds vs. Stocks: Which Market Is Right?
Is the bond market cautious or confused? Is the equity market confident or complacent?
March 27, 2019
The Hidden Growth Themes in REITs
Think listed real estate is dull, defensive and exposed to rising rates? Think again.
Systematically Speaking
March 14, 2019
The S&P 500 Sweepstakes
Buying call options has made unusual profits recently—has the “fear index” become a “greed index”?
CIO Weekly Perspectives
March 10, 2019
Five Eyes on 5G
The spy stories reveal 5G as a true strategic asset and an investment theme whose time has come.
March 07, 2019
The Overlooked Persistence of Active Outperformance
When performance is examined through a lens that better reflects investor experience, active managers have been much more successful over the past decade than is commonly realized.
CIO Weekly Perspectives
March 03, 2019
Political Theater
Political dramas are coming to a head, but we think this economic cycle still has an act or two to play out.
Systematically Speaking
February 21, 2019
Volatility Seems Here to Stay
Our volatility models indicate that a return to the low-vol of 2017 is highly unlikely.
CIO Weekly Perspectives
February 10, 2019
The V in Volatility
The equity rally is likely just the start of a volatile adjustment to a new fundamental reality.
CIO Weekly Perspectives
February 03, 2019
From Brussels With Love
As Brexit Day looms, Theresa May has until Valentine’s Day to wring concessions from the E.U.
January 31, 2019
Thematic Investing at Neuberger Berman
Why we believe Thematic Investing offers significant opportunities for growth.
January 24, 2019
Getting Back Up
Markets staggered late last year, but could fight into the later rounds.
CIO Weekly Perspectives
January 13, 2019
December’s Lack of Good Cheer
The year-end sell-off may have been as much about poor market liquidity as poor fundamentals.
White Paper
January 11, 2019
ESG Investing: An Active Approach to Long-Term Value Creation
At Neuberger Berman, we believe active management is a demonstrably better approach for investors seeking ESG integration in their investment portfolios.
Asset Allocation Committee Outlook
January 09, 2019
Asset Allocation Committee Outlook 1Q2019: Fundamental Laws
Do we share the market’s recent lack of confidence in global fundamentals? No—and here’s why.
January 09, 2019
Solving for 2019: A Gentle Descent Back Into Balance
Our senior investment leaders look to the coming year in the global economy and markets.
CIO Weekly Perspectives
January 06, 2019
Ten for 2019
The heads of our investment platforms identified the key themes they anticipate will guide investment decisions in 2019.
CIO Weekly Perspectives
December 02, 2018
Rates of Change
Why a change of tack at the Fed and credit-market volatility may be positive for equities.
CIO Weekly Perspectives
November 04, 2018
Scary Times
Halloween is over…but market fears could haunt the end-of-year holiday season.
November 01, 2018
Conversations With… Ingrid Dyott
Delivering environmental and social impact alongside investment performance for 20+ years, sustainability pioneer Ingrid Dyott describes an unwavering investment discipline tailored to evolving ESG expectations.
CIO Weekly Perspectives
October 28, 2018
Revisiting International Equities
When a market fall appears indiscriminate, it may be inconsistent with fundamentals and offer an attractive long-term opportunity.
CIO Weekly Perspectives
October 07, 2018
A reminder that rising yields, not recession, are most likely to trigger the next equity correction.
September 25, 2018
Dispatches From the Trade War
We offer perspective in the wake of recent jockeying over tariffs between the U.S. and China.
White Paper
September 06, 2018
The Dissolving Divides that Will Shape the Post-Crisis Investment Era
In ten years, what are the forces that would still be driving the investment world, and what would have been dismissed as mere noise?
CIO Weekly Perspectives
August 26, 2018
Improved Corporate Governance in Europe Could Drive Returns
A sharpened focus on shareholder value by European companies may serve as a tailwind for already-improving fundamentals.
CIO Weekly Perspectives
August 19, 2018
Thinking (Really) Long Term
This mid-year break, 10 years on from the financial crisis, is the perfect time to bring the big picture into focus.
White Paper
August 10, 2018
Improving Diversification by Adding Momentum
For investors looking to balance risk mitigation with cost considerations and return potential, we offer momentum strategies as a potential solution.
White Paper
August 03, 2018
Unlocking Shareholder Value in Europe
While European equity markets outpaced much of the developed market competition in 2017, a bout of global volatility in the first half of 2018 dampened their momentum.
CIO Weekly Perspectives
July 22, 2018
Principled Investing
How the Principles for Responsible Investment foster coordination and innovation in ESG.
CIO Weekly Perspectives
June 24, 2018
A $200bn Game of Chicken
The U.S. and China rev up the trade rhetoric, but still have big incentives to swerve.
June 06, 2018
How Are REITs Positioned in a Rising Interest Rate Environment?
Co-portfolio managers Brian Jones and Steve Shigekawa, Neuberger Berman Real Estate Securities Group, provide context for recent market turbulence, discuss the impact of rising rates on real estate investment trusts (REITs) and share their outlook for the asset class.
CIO Weekly Perspectives
June 03, 2018
Europe’s Boot Gives the Market a Kick
The Italian mini-panic was a reminder of the euro zone’s still-unaddressed structural shortcomings.
May 08, 2018
From Commodities to Computers
The sectoral change in emerging markets shines new light on both their cyclicality and their valuations.
CIO Weekly Perspectives
April 29, 2018
Earnings vs. Rates—The Market Tug of War
Which will prove stronger: uncertainty about rates or confidence in earnings growth?
April 05, 2018
Rising Rates Survival Guide
Looking for new sources of income and diversification will be crucial to dealing with the challenges of a rising rate environment.
CIO Weekly Perspectives
April 01, 2018
Trading Blows
Markets try to weigh behind-the-scenes pragmatism against public saber-rattling on trade.
CIO Weekly Perspectives
March 11, 2018
Engagement and Judgment Matter
Why we think bottom-up active managers are better positioned to hold companies accountable.
CIO Weekly Perspectives
February 11, 2018
VIX in a Fix
Equities stumble, but last week was not the big risk event of 2018.
CIO Weekly Perspectives
January 28, 2018
The Good, the Bad and the Ugly
There are two kinds of people: Those who are prepared for elevated risks, and those who aren’t.
CIO Weekly Perspectives
January 21, 2018
Tax Cuts for Some!
While passive small-cap equity strategies have been a popular tax-cut play, not all small companies stand to benefit.
January 09, 2018
Shopping Maul
Amazonification is revolutionizing retail real estate, not devouring it.
December 15, 2017
Autos Steer Toward Tech
Multiple technologies are converging on the auto sector. What does it mean for investors?
CIO Weekly Perspectives
December 03, 2017
Big Data = Big Opportunity
This untapped resource could be the new frontier in investment research.
CIO Weekly Perspectives
November 12, 2017
Late-Cycle Dilemmas
Markets stretch for return as the cycle matures and the Fed enters an uncertain new era.
CIO Weekly Perspectives
October 22, 2017
China Charts Its Future
Over 2,000 lawmakers gather to settle the leaders and policies of the world’s second-biggest economy.
CIO Weekly Perspectives
September 17, 2017
Stock Picking Is Making a Comeback
A long-awaited reminder of the appeal of active management.
White Paper
September 07, 2017
REITs: The Real Thing
REITs can correlate with equities in the short-term, but long-term returns come from genuine bricks-and-mortar.
CIO Weekly Perspectives
August 27, 2017
Avert Your Eyes!
Never mind the eclipse, don’t look at Washington, DC.
CIO Weekly Perspectives
July 30, 2017
The Central Banks’ ‘Dunkirk’
We are past the end of the beginning of QE, but still at the beginning of the end.
CIO Weekly Perspectives
July 02, 2017
“Somewhat Rich”!
Equities have had a tremendous run—but for good reasons.
CIO Weekly Perspectives
May 28, 2017
Disruption Becomes the Norm
Technology fuels an accelerating creative destruction process.
CIO Weekly Perspectives
December 04, 2016
Taking Stock of the U.S.
Stronger GDP growth the key to sustaining U.S. equity momentum.
CIO Weekly Perspectives
June 24, 2016
Britain Votes to Leave the EU
Market turmoil could create opportunity.