Insights
Asset Allocation Committee Outlook
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.Disruptive Forces in Investing Podcast
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?Disruptive Forces in Investing Podcast
Natural Catastrophes in Today’s Climate
(18:40) Hurricane Ian was the most expensive weather disaster in 2022, how could the ILS asset class help mitigate these losses?CIO Weekly Perspectives
Outlook 2023
The leaders of our investment platforms welcome the New Year with their views for 2023.Insights
Private Equity in the Economic Headwinds
Against the current economic headwinds, concerns about sourcing, financing, managing and selling private equity assets are understandable—but might these concerns be obscuring the underlying resilience of the asset class?Insights
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
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
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
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
The Historical Impact of Economic Downturns on Private Equity
An assessment of private equity return patterns in three recent significant downturns.Video
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
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
Commodities and Diversification in 2022: The Best Defense is a Good Offense
Commodities have acted as a call option on “inflationary busts”.Systematically Speaking
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
Solving for 2022: Entering a New Age
Our senior investment leaders look to the coming year in the global economy and markets.Systematically Speaking
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.Disruptive Forces in Investing Podcast
CAT Bonds: Finding Reassurance in Reinsurance
(20:12) With flooding, wildfires and hurricanes continuing to wreak havoc around the globe, how might investors want to consider these natural catastrophe risks within their portfolios?Article Reprint
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
Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.Article Reprint
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
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
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
Solving for 2021: The World After the Coronavirus
Our senior investment leaders look to the coming year in the global economy and markets.Insights
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
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
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?Disruptive Forces in Investing Podcast
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
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
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?White Paper
Mitigating Inflation Risk at Lower Opportunity Cost
Inflation-mitigating allocations can drag on returns when inflation is subdued: diversifying and tactical allocation can help.Video
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
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
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
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
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
Ten for 2019—Midyear Update
The heads of our four investment platforms revisit the key themes they anticipated would guide investment decisions in 2019.White Paper
Diversifying into Insurance Risk Premia
How Insurance Linked Securities can potentially improve the diversification in an institutional portfolio.Insights
Solving for 2019: A Gentle Descent Back Into Balance
Our senior investment leaders look to the coming year in the global economy and markets.Insights
Consider Your Options
Put option writing can be a way to cut portfolio volatility without taking interest-rate risk.White Paper
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
Chasing Your Tail
Buying put options to hedge equity tail risk can be ineffective and expensive.White Paper
Multi-Asset Income: Re-thinking Risk
Investors who need income face unprecedented challenges in the current low-yield environment.White Paper
