Select Your Location
View available investments and insights in your market
Americas
Europe and the Middle East
Asia Pacific

Insights

FILTERS

Reset Filters
Article Image Link
CIO Weekly Perspectives | May 05, 2025
The End of American Exceptionalism?
The rest of the world is due some cyclical catch-up with the U.S., but talk of a structural change in the global economic ecosystem is premature.
Article Image Link
Article | April 30, 2025
Surging Tariffs Are Flipping the Chip Script
The global trade war is accelerating China’s localization efforts; spurring low-cost production in India; and driving incremental growth in Asia’s Golden Triangle.
Article Image Link
Equity Market Outlook​ | April 09, 2025
Equity Market Outlook 2Q 2025
While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring some relief on initial tariff proposals, and that sharply slower growth seems more likely than a U.S. recession.
Article Image Link
CIO Weekly Perspectives | April 07, 2025
Trade War, or Will Cooler Heads Prevail?
Negotiation or retaliation—the world’s response to the surprisingly aggressive U.S. tariff announcements will be critical.
Article Image Link
Article | April 02, 2025
Making America’s Chip Fabs Great Again
As national security threats mount, the U.S. aims to revive production of complex computer chips, creating potential opportunities all along the semi supply chain.
Article Image Link
Disruptive Forces in Investing | April 02, 2025
It’s April: Time to Talk Taxes
(17:57) Discover how tax-efficient strategies can unlock hidden value in volatile markets.
Article Image Link
Disruptive Forces in Investing | March 18, 2025
Could Value Stocks Make a Comeback?
(20:32) Is it time for investors to rethink their approach to value investing?
Article Image Link
Article | March 11, 2025
Rebalancing Act: Rethinking Growth Versus Value
Recent gyrations have highlighted the inherent risk in the U.S. equity market’s growthy tilt—more evidence, in our view, that it’s time to increase exposure to value.
Article Image Link
Disruptive Forces in Investing | March 05, 2025
NVIDIA, DeepSeek and the Evolution of AI
(28:03) How are market assumptions about AI shaping investor sentiment, and what do advancements like DeepSeek mean for the future of semiconductors and global innovation?
Article Image Link
Article | March 03, 2025
Forget the Magnificent 7: Meet China’s Terrific 10
China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.
Article Image Link
Article | February 27, 2025
Hidden Value: Tax-Loss Harvesting in Up Markets
Selling for tax purposes is not just viable during periods of market weakness.
Article Image Link
White Paper | February 11, 2025
Japanese Equities in 2025: Goldilocks Would Approve
Japanese Equities: Are the “Lost Decades” Finally in the Rear View?
Article Image Link
CIO Weekly Perspectives | February 10, 2025
The Tariff Man Cometh…and Go-eth?
Are these levies just a negotiating tool, or an unorthodox revenue-raising scheme? The answer could determine how seriously investors should view them.
Article Image Link
Article | February 05, 2025
The Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
Article Image Link
Article | January 27, 2025
Seeking Perspective On DeepSeek
A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
Article Image Link
Article | January 21, 2025
Brightening Capex: A Value Tailwind?
Global industrial activity appears to be gathering steam, potentially spurring capital expenditures, which could favor value stocks and small caps.
Article Image Link
Article | January 08, 2025
The Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
Article Image Link
Equity Market Outlook​ | January 08, 2025
Equity Market Outlook 1Q 2025
We believe a strong economy, rebounding industrial activity, improving liquidity and rising animal spirits should continue to support corporate earnings growth and a broadening of the U.S. equity market in the coming year.
Article Image Link
NB Blog | December 03, 2024
Trump 2.0 and the Semiconductor Supply Chain
Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.
Article Image Link
NB Blog | November 20, 2024
Small Caps: What You Don't Know But Should
Small cap stocks span a wide range of characteristics and performance drivers that we believe index funds are not built to exploit.
Article Image Link
CIO Weekly Perspectives | November 18, 2024
Back to Business
After a year of tumultuous elections, investors can now refocus on company fundamentals—and the outlook is more nuanced than it might seem.
Article Image Link
White Paper | November 11, 2024
Small Caps: To Index or Not to Index
Small caps are the most passively managed among all equity size categories, yet we believe they offer a highly contoured and target-rich landscape for active stock selection.
Article Image Link
NB Blog | November 05, 2024
Small Caps Are Poised to Shine—Here’s Why
Relative valuations, macro drivers, market dynamics: In our view, many signs appear to signal a small cap renaissance in the near- to mid-term.
Article Image Link
White Paper | October 30, 2024
Small Caps: The Next Cycle Is Upon Us
We believe higher-quality small caps look poised to outperform their large-cap peers over the near- to mid-term.
Article Image Link
NB Blog | October 15, 2024
Japan's New Prime Minister Should Provide Continuity
Despite initial market jitters, political veteran Shigeru Ishiba seems likely to carry the torch of Japan’s economic revitalization.
Article Image Link
Article | October 10, 2024
The 2024 Election: Navigating Potential Financial Sector Shifts
We believe the outcome of the US presidential election could alter fundamental dynamics across the financial sector: Banking regulation, crypto, private equity, insurance—all stand to be shaped by the winner in November. Here is a look at some key areas and, in our view, the potential implications for investors.
Article Image Link
Equity Market Outlook​ | October 04, 2024
Equity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
Article Image Link
CIO Weekly Perspectives | September 22, 2024
The Fed “Recalibrates” to Buy Some Insurance
Rate-cutting cycles have tended to favor risk assets, so it was gratifying to see the central bank get started with a meaningful move.
Article Image Link
Article | September 17, 2024
Technology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
Article Image Link
Disruptive Forces in Investing | September 11, 2024
Amid the Volatility: What Are Investors’ Best Options?
(22:19) What are investors Options? Sitting down with Derek Devens, Senior Portfolio Manager of the Neuberger Berman Options Group to discuss this fearless sector.
Article Image Link
Article | September 10, 2024
The U.S. Election and Energy: More Than Meets the Eye
The presidential candidates have well-known policy profiles on energy, but how could they translate in the real world?
Article Image Link
CIO Weekly Perspectives | September 01, 2024
Why Japan Bounced Back
A huge market shock and a prime Minister heading for the exit—does any of what happened in August affect the long-term investment story for Japan?
Article Image Link
Disruptive Forces in Investing | August 21, 2024
Let the [Micro] Chips Fall Where They May
(17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa
Article Image Link
CIO Weekly Perspectives | August 16, 2024
It’s Hard to Relax
It’s time for a well-deserved, late-summer breather, yet geopolitical tensions continue to mount.
Article Image Link
Disruptive Forces in Investing | August 07, 2024
Elections, Equities and the Economy
(19:30) Does it matter if elections are close?
Article Image Link
Asset Allocation Committee Outlook​​ | July 16, 2024
Policy and Politics
The first-quarter inflation bump is behind us, but we believe the risks of monetary policy errors and electoral surprises have risen.
Article Image Link
CIO Weekly Perspectives | July 15, 2024
High-Vol Politics, Low-Vol Markets
Are markets calm because of electoral unpredictability, rather than despite it?
Article Image Link
Equity Market Outlook​ | July 10, 2024
Equity Market Outlook 3Q 2024
We remain constructive on stocks amid tentative signs of a broadening market.
Article Image Link
CIO Weekly Perspectives | June 09, 2024
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
Article Image Link
Disruptive Forces in Investing | May 21, 2024
The Wonders of Japan’s Economy
(19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
Article Image Link
White Paper | May 17, 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 Image Link
White Paper | April 26, 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.
Article Image Link
Disruptive Forces in Investing | April 23, 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...
Article Image Link
Asset Allocation Committee Outlook​​ | April 17, 2024
Breadth and Balance
The economic outlook may have improved, but we believe large parts of the credit and equity markets are fully valued.
Article Image Link
Equity Market Outlook​ | April 10, 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.
Article Image Link
Article | April 08, 2024
Breadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
Article Image Link
CIO Weekly Perspectives | April 07, 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.
Article Image Link
Article | April 04, 2024
Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
Article Image Link
CIO Weekly Perspectives | February 26, 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.
Article Image Link
Article | February 12, 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.
Article Image Link
CIO Weekly Perspectives | January 29, 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.
Article Image Link
CIO Weekly Perspectives | January 22, 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.
Article Image Link
Asset Allocation Committee Outlook​​ | January 11, 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.
Article Image Link
Equity Market Outlook​ | January 04, 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.
Article Image Link
CIO Weekly Perspectives | December 11, 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.
Article Image Link
White Paper | November 09, 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.
Article Image Link
CIO Weekly Perspectives | November 05, 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.
Article Image Link
Disruptive Forces in Investing | October 17, 2023
A Force to Be Reckoned With
(22:41) As we mark our 100th episode, we explore the disruptions facing our industry at large.
Article Image Link
Asset Allocation Committee Outlook​​ | October 11, 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.”
Article Image Link
White Paper | October 05, 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 Image Link
Disruptive Forces in Investing | October 03, 2023
From Hype to Reality: The Impact of Generative AI
(26:14) With the boom of generative AI, we explore the sector to determine whether we truly are amid the next industrial revolution or if it is just beginning…
Article Image Link
Equity Market Outlook​ | October 03, 2023
A Change of Season
For all the exuberance over a potential soft landing, we believe a rising tide of data reveals an economy that is more likely tracing a scenic detour to recession.
Article Image Link
White Paper | September 27, 2023
A New Energy Investment Paradigm
Using today’s fossil-fuel profits to invest in the long-term growth and emissions reduction of clean and renewable power.
Article Image Link
CIO Weekly Perspectives | September 17, 2023
Political Gridlock but Fiscal Largesse
How political dysfunction undermines debt sustainability and helps embed structurally higher inflation.
Article Image Link
White Paper | September 15, 2023
The Active Foundations of Sustainable Investing
As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
Article Image Link
CIO Weekly Perspectives | August 28, 2023
Strike (Big) 3?
A potential U.S. auto strike has significant implications for the economy, earnings and inflation.
Article Image Link
CIO Weekly Perspectives | August 20, 2023
Late-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
Article Image Link
Disruptive Forces in Investing | July 25, 2023
The Implications Behind Indexation
(14:33) Are there misunderstood aspects of indexation that investors should be aware of?
Article Image Link
Article | July 24, 2023
Ten for 2023—Midyear Update
We check in on the key themes we anticipated from the economy and markets in 2023.
Article Image Link
Asset Allocation Committee Outlook​​ | July 17, 2023
Engine Running, Shifting to Neutral
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
Article Image Link
CIO Weekly Perspectives | July 16, 2023
Taking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
Article Image Link
White Paper | July 05, 2023
Climate Innovation and the New Capex Cycle
The backdrop for investing in climate innovation is at a critical infection point
Article Image Link
Equity Market Outlook​ | June 30, 2023
Economic and Market Review: Long-Term Optimism Amid Short-Term Headwinds
While the rally in mega-cap growth stocks has helped delay the next downturn, we reaffirm our emphasis on low-beta portfolios, higher earnings quality and defensive sectors.
Article Image Link
White Paper | June 28, 2023
The Fine Print of Indexation
A look at opportunity costs, long-term risks and complementary solutions
Article Image Link
CIO Weekly Perspectives | June 18, 2023
Don’t Give Up on China
The post-COVID reopening has disappointed, but has that disappointment and the prospect of new policy stimulus created a relative value opportunity?
Article Image Link
Article | June 07, 2023
GP-Led Secondaries: Private Equity’s Most Underserved Market?
Current macroeconomic and capital market conditions appear to be creating attractive investment opportunities for secondary buyers.
Article Image Link
CIO Weekly Perspectives | May 21, 2023
Is the Consumer Cracking?
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
Article Image Link
Disruptive Forces in Investing | May 16, 2023
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
Article Image Link
CIO Weekly Perspectives | May 14, 2023
A Tale of Two Indices
How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is.
Article Image Link
Disruptive Forces in Investing | April 25, 2023
The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?
Article Image Link
CIO Weekly Perspectives | April 23, 2023
Proxy Voting: Engagement Matters
As we kick off our latest NB Votes campaign, we look at what detailed bottom-up knowledge brings to the process, and what can happen when it’s absent.
Article Image Link
CIO Weekly Perspectives | April 02, 2023
As Credit Goes, So Goes the Economy
Credit is the lifeblood of the economy, and the credit system just had a heart murmur.
Article Image Link
Disruptive Forces in Investing | March 21, 2023
The Deal or No Deal of Event-Driven Investing
(19:48) Exploring the nuances of event-driven investing in today’s markets, we attempt to answer: how do the deals get made? And what happens when they don’t?
Article Image Link
CIO Weekly Perspectives | March 19, 2023
The More Things Change, Part II
Banking stresses may have tightened conditions enough for policymakers to pause their hiking cycles indefinitely.
Article Image Link
Article | March 13, 2023
Silicon Valley Bank: Market Reaction and Implications
In this bulletin, we provide our view of the events of the last week and their implications for the bank sector.
Article Image Link
CIO Weekly Perspectives | March 12, 2023
At the Crossroads, Seeking Direction
Faced with historically inverted yield curves, unbalanced equity markets and economic conditions unseen for 40 years, investors are agonizing over their next steps.
Article Image Link
CIO Weekly Perspectives | March 05, 2023
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.
Article Image Link
CIO Weekly Perspectives | February 26, 2023
Commodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
Article Image Link
CIO Weekly Perspectives | February 19, 2023
Politics, Deficits and the Debt Limit
We firmly believe that Congress will ultimately raise the debt limit, but it’s worth remembering that political drama affects markets.
Article Image Link
Article | February 15, 2023
Equity Opportunities After Easy Money
Fourteen years of rock-bottom interest rates helped fuel a passive-indexing revolution. At Neuberger Berman, we believe we’ve entered a new economic regime that, in our view, calls for even more thoughtful and selective active management.
Article Image Link
Article | February 13, 2023
Japanese Small Caps May Hop in the Year of the Rabbit
Despite their recent outperformance, we believe Japanese small caps have further room to run in 2023 and beyond. In this report, we highlight a few catalysts that could support earnings growth within this relatively under-researched asset class.
Article Image Link
Article | January 25, 2023
The Investors Have Left the Building
Is money rushing to exit from non-traded real estate because there is more attractive value in listed real estate?
Article Image Link
CIO Weekly Perspectives | January 22, 2023
A Delayed Reckoning
Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
Article Image Link
CIO Weekly Perspectives | January 01, 2023
Outlook 2023
The leaders of our investment platforms welcome the New Year with their views for 2023.
Article Image Link
Disruptive Forces in Investing | December 21, 2022
What Goes Up Must Come Down…Right?
(27:02) As inflation grows more apparent across the globe, we explore if there’s an end in sight, and how we see it impacting both Equities and Fixed Income investments.
Article Image Link
CIO Weekly Perspectives | December 11, 2022
A Tale of Two Cities
Why we think the resilience of the U.S. economy is proving to be a real conundrum for investors.
Article Image Link
CIO Weekly Perspectives | December 04, 2022
Cryptonite
The FTX collapse is a blow to the idea of finance industry disruption and a potential source of volatility, but we think systemic contagion into broader financial markets is unlikely.
Article Image Link
White Paper | November 28, 2022
Hardening Borders: Opportunities in Security, Health and Trade
Seeking the potential beneficiaries of a new age of deglobalization and insecurity.
Article Image Link
CIO Weekly Perspectives | October 30, 2022
Is This ‘Nightmare on Wall Street’ Coming to an End?
Do corporate earnings disappointments signal a weaker economy and easing inflation pressures, which could end this scary market—or are there more twists to come?
binoculars iconSolving for 2025
Five for 2025
Our senior investment leaders discuss their market and investment themes for the year.
Get our Outlook