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Insights
November 2022
Solving for 2023: Back to the "Old Normal"
Our senior investment leaders discuss their market and investment themes for the coming year.
Asset Allocation Committee Outlook
July 2022
Into the Inflationary Slowdown
As inflation persists and recession risks rise, our Asset Allocation Committee sees more yield potential in fixed income and favors commodities for ongoing inflation exposure, but remains cautious in equities.
Systematically Speaking
June 2022
Did You Miss the Commodity Boom?
Commodity prices are up substantially this year, but we believe structural supply and demand imbalances mean we are still in the early innings of this cycle.
Disruptive Forces in Investing Podcast
May 2022
Mythbusting Crypto Investing
(22:11) Digital currency has been considered the new frontier for many investors, so we bring in the experts to explore the ramifications of investing in one of the newer asset classes amid today’s investment backdrop.
Insights
May 2022
The Historical Impact of Economic Downturns on Private Equity
An assessment of private equity return patterns in three recent significant downturns.
Video
March 2022
Introduction to the Neuberger Berman Commodities Fund
(6:40) In this short video, Hakan Kaya introduces the Neuberger Berman Commodities Fund and gives an overview of the role commodities could play within portfolios.
Disruptive Forces in Investing Podcast
March 2022
Commodities: An Inflation Hedge for All Seasons?
(24:55) The inflation we’re seeing today is unlike what we have seen in 40 years. Thus commodities have become top of mind as a traditional inflation hedge. But what other factors come into play in asset allocation?
Insights
February 2022
Commodities and Diversification in 2022: The Best Defense is a Good Offense
Commodities have acted as a call option on “inflationary busts”.
Systematically Speaking
January 2022
Bitcoin, A Cornerstone Digital Asset: Part 4
Could Bitcoin options be the “picks and shovels” of the cryptocurrency Gold Rush, a way to convert Bitcoin from a “get rich” to a “stay rich” asset?
Insights
November 2021
Solving for 2022: Entering a New Age
Our senior investment leaders look to the coming year in the global economy and markets.
Systematically Speaking
October 2021
Bitcoin, A Cornerstone Digital Asset: Part 1
Several competitors have emerged to challenge Bitcoin and its blockchain over the past decade, but here’s why our options team believes the original digital asset is the only genuine digital asset.
Article Reprint
May 2021
Anthony Tutrone on Life After Dyal
In the May 2021 Buyouts Insider cover story, Anthony Tutrone, Global Head of Alternatives, explains the alternatives business and how it has evolved, while continuing to maintain a sharp focus on the needs and objectives of clients.
Insights
April 2021
Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
Article Reprint
March 2021
The Growing Tailwinds Behind GP-Leds
In the latest edition of Private Equity International’s keynote interview, three senior partners on our Secondaries team, Ben Perl, Ethan Falkove and Peter Bock, discuss the drivers behind the increasingly active GP-led secondary market.
Disruptive Forces in Investing Podcast
December 2020
Solving for 2021: An Inside Look
(16:34) As 2020 comes to a close, we reflect on the volatile year we have had and look forward to the year ahead, as detailed in our annual investment outlook, Solving for 2021.
Insights
November 2020
High Demand, Tight Supply: Private Debt Post-Coronavirus
We think private debt fared well relative to publicly traded credit during the coronavirus volatility, but will really differentiate itself in the years following the crisis.
Insights
November 2020
Solving for 2021: The World After the Coronavirus
Our senior investment leaders look to the coming year in the global economy and markets.
Insights
October 2020
Uncorrelated Through COVID
The rollercoaster ride of the COVID-19 market crisis presented the toughest challenge imaginable to the concept of “uncorrelated strategies”—did they live up to it?
Disruptive Forces in Investing Podcast
October 2020
Evaluating the Options
(19:05) With volatility returning to the Options market, what are investors’ options now in this new investing climate?
Disruptive Forces in Investing Podcast
September 2020
The Investor’s Almanac: Opportunities in Real Estate
(12:19) The COVID-19 crisis has heavily impacted the current real estate investing landscape. With so many unknowns in this market, are there still opportunities to be found?
Video
September 2020
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.
Disruptive Forces in Investing Podcast
August 2020
Getting a Seat at the Table: Exploring Diversity in Private Equity
(15:26) In light of recent events surrounding racial inequality, what is happening in the Private Equity space in regard to investing with diverse and emerging managers and how do these managers strive for success?
Insights
July 2020
ESG in Private Markets: Investing for the Long Term
A glimpse into the future of ESG investing in the private markets.
Disruptive Forces in Investing Podcast
June 2020
The Growth of Private Equity Secondaries
(20:49) During the Global Financial Crisis, the Secondaries market created opportunities as a means to gain liquidity in times of duress, but is that the same case today as a result of COVID-19?
Portfolio Manager Update
May 2020
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.
Portfolio Manager Update
April 2020
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.
Portfolio Manager Update
April 2020
Private Debt Through the Crisis
(3:44) Susan Kasser explores the themes that remain consistent in private debt portfolios through the crisis and those that will likely reassert themselves following the dislocation.
Portfolio Manager Update
April 2020
The Pandemic’s Effect on the Retail Sector
(6:21) Sam Porat discusses the impact the current COVID-19 pandemic has had on the retail sector and how it has compared to previous downturns.
Portfolio Manager Update
April 2020
Perspective on Private Credit
(4:22) Listen to David Lyon as he discusses the current dislocation in the credit markets and the types of investment opportunities that may emerge as a result.
Portfolio Manager Update
April 2020
European Private Equity Insights
(7:05) Joana Rocha Scaff, Head of Europe Private Equity, delves into how European private equity firms are dealing with the crisis, best practices for investor communications and the importance of understanding the long and short term impact of the crisis.
Expert Update
April 2020
The Impact of COVID-19 on Borrowers
(4:57) Peter Sterling, Head of Specialty Finance, addresses the impact of COVID-19 on different segments within specialty finance with a look at how to dampen the impact and expectations for the future.
White Paper
February 2020
Mitigating Inflation Risk at Lower Opportunity Cost
Inflation-mitigating allocations can drag on returns when inflation is subdued: diversifying and tactical allocation can help.
Investment Quarterly
January 2020
Demystifying Private Markets
Characteristics, forces behind their recent boom, and circumstances in which they may “work” for individual investors.
Video
December 2019
Froth Fears in the Credit Market
Susan Kasser, Co-Head of the Private Credit explains that amount of direct lending doesn't necessarily indicate "Froth" on “Bloomberg Money Undercover”
Article Reprint
November 2019
Taking Advantage of a Downturn: Tips for the Distressed and the Opportunistic Private Credit Investors
Susan Kasser, Co-Head Private Credit, shares her thoughts with SuperReturn 365 on the risks we might see in an eventual downturn, and how we can turn them into positive opportunities.
Video
November 2019
Private Markets Will Continue to Disrupt Traditional Markets
In a recent interview on "Bloomberg Money Undercover," Tony Tutrone, Global Head of Alternatives at Neuberger Berman, discusses why he believes private equity is poised to outperform public markets even as buyout firms deal with high valuations and aggressive capital structures.
Insights
November 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.
Disruptive Forces in Investing Podcast
October 2019
Private Credit: The Rise of a Core Asset Class
(15:12) Private credit has established itself as an emerging leader in the alternatives space, becoming a key source of long-term finance for borrowers globally.
Insights
July 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.
Asset Allocation Committee Outlook
April 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.
White Paper
January 2019
Diversifying into Insurance Risk Premia
How Insurance Linked Securities can potentially improve the diversification in an institutional portfolio.
Asset Allocation Committee Outlook
January 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.
Insights
January 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 2019
Ten for 2019
The heads of our investment platforms identified the key themes they anticipate will guide investment decisions in 2019.
Insights
October 2018
Consider Your Options
Put option writing can be a way to cut portfolio volatility without taking interest-rate risk.
White Paper
September 2018
How Risk Parity Can Cope with Rising Rates
It seems counterintuitive that risk parity can outperform when rates are rising—we explain why it is not.
Insights
May 2018
Chasing Your Tail
Buying put options to hedge equity tail risk can be ineffective and expensive.
CIO Weekly Perspectives
October 2017
The Power of Going Private
Why private markets may be worth considering in today’s environment.
White Paper
November 2016
Multi-Asset Income: Re-thinking Risk
Investors who need income face unprecedented challenges in the current low-yield environment.
White Paper
September 2015
Beyond Beta
Alternative Risk Premia may offer a low-cost, transparent route to uncorrelated returns.