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CIO Weekly Perspectives | May 11, 2025
Dollar in the Doldrums
Why there has been no bounce-back by the greenback, and what that implies for asset allocation.
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Disruptive Forces in Investing | May 07, 2025
The High Yield Playbook: Positions and Possibilities
(17:35) Explore how wider spreads, tariff impacts, and sector-specific trends are reshaping the high yield market.
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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.
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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.
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CIO Weekly Perspectives | April 27, 2025
Default Not in Our Stars
We don’t think tariffs will cause a major spike in high-yield and loan defaults, and that means current spreads and yields look attractive.
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CIO Weekly Perspectives | April 20, 2025
Buried Treasuries
Why U.S. government bonds had a scare, what calmed them down, and what all that suggests for the next few months.
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Article | April 16, 2025
Potential Impact of U.S. Tariffs: Private Equity Manager Perspectives
We surveyed our deep network of private equity managers for insights on the impacts of President Trump’s tariff announcement.
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Fixed Income Investment Outlook​ | April 15, 2025
Riding Out the Storm
Announced tariffs could have long-term implications, but are already creating windows of opportunity across the fixed income markets.
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Disruptive Forces in Investing | April 15, 2025
Volatility: Finding True Diversifiers
(20:32) Explore how true diversifiers and dynamic strategies can help investors mitigate market volatility and build resilient portfolios in uncertain times
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Asset Allocation Committee Outlook​​ | April 14, 2025
The Storm Before the Calm?
The first weeks of the new U.S. administration have been hugely disruptive—can sentiment improve as focus shifts from trade to tax cuts and deregulation?
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CIO Weekly Perspectives | April 14, 2025
First Principles in the Face of Uncertainty
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your objectives, diversify and rebalance.
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Article | April 10, 2025
High Yield’s Eye-Catching Spreads
We believe a yield advantage and improved credit quality make U.S. high yield worth a look.
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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.
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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.
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Article | April 04, 2025
Trump’s Tariffs: The Impact on Fixed Income
New tariffs could hamper U.S. economic growth and change market dynamics for the long term.
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Article | April 03, 2025
Neuberger Berman Private Markets: Q4 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of the private equity markets and an outlook based on trends in the marketplace.
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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.
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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.
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White Paper | April 01, 2025
The Endowment Model Reimagined
The endowment model defined the “art” of portfolio management, but now it needs to adopt the latest “science.”
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CIO Weekly Perspectives | March 30, 2025
It’s ‘Show Me’ Time
Seventy days into the new U.S. administration, we are beginning to accrue enough hard data to correct or confirm the pessimism of recent soft data.
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Article | March 27, 2025
German Infrastructure: Catalyst for European High Yield?
We believe the new German government’s infrastructure plans have the potential to materially benefit the European high yield market.
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CIO Weekly Perspectives | March 25, 2025
“Wait and Worry” or “Wait and See”?
U.S. consumers aren’t happy, but U.S. executives don’t share their gloom.
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White Paper | March 20, 2025
Corporate Hybrids: What Are They?
A short introduction to a unique and fast-growing asset class.
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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?
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CIO Weekly Perspectives | March 17, 2025
European Renaissance
A broadening of equity market performance beyond U.S. mega-caps was one of our key themes for 2025—right now, Europe is where it is playing out most notably.
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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.
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Article | March 11, 2025
The M&A Resurgence: Finding Opportunities in Fixed Income
After years of limited activity, companies are looking for a chance to accelerate M&A, but the new administration and its policies will likely set the tone for dealmaking.
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CIO Weekly Perspectives | March 10, 2025
Mr. Trump Goes to Washington
The new U.S. administration has promised many pro-growth policies, but can those ambitions survive the disruptive measures of its early months?
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Video | March 09, 2025
2025 Capital Market Assumptions
Neuberger Berman’s 2025 Capital Market Assumptions offers investors intermediate-term (5-10 year) forward-looking return and risk estimates for fixed income, equity, and alternative asset classes across multiple geographies.
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Article | March 07, 2025
Going Global in Investment Grade Credit
Investment grade credit yields are attractive even though spreads are tight, and a global approach can add another layer of opportunity.
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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?
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CIO Weekly Perspectives | March 04, 2025
Germany’s Game-Changing Election
The country’s politics are getting a boost of uncharacteristic urgency from coming Chancellor Friedrich Merz, with even the constitutional “debt brake” up for grabs.
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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.
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White Paper | March 03, 2025
Local-Currency Frontier Bonds: EMD’s New Horizon
High yields, surprisingly low volatility and strong diversification benefits are attracting investor interest.
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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.
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Article | February 25, 2025
Ratings Renaissance in Emerging Market Corporates
In a dynamic environment, we believe emerging market corporate credit ratings should show continued improvement.
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CIO Weekly Perspectives | February 24, 2025
Antitrust Angst
Does the retention of the Biden-era M&A guidelines raise more doubts about the new U.S. administration’s pro-business agenda?
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Article | February 24, 2025
2024 Proxy Season in Review
For the fifth consecutive year, Neuberger Berman continued our tradition of active engagement in an effort to enhance shareholder value and manage risk for our clients.
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CIO Weekly Perspectives | February 16, 2025
A Growth Mindset
For more than two years, inflation news was the prime mover of market prices; we think last week confirmed that a new dynamic is in play.
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Disruptive Forces in Investing | February 14, 2025
What Do Tariffs Mean for Private Equity?
(14:34) Ralph Eissler discusses tariffs and Private Equity with host Anu Rajakumar
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Article | February 13, 2025
Emerging Markets: Low Corporate Defaults Spell Potential Opportunity
Investors appear to be underestimating credit prospects in a generally moderate economic climate.
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Article | February 12, 2025
What’s Next For Pharmacy Benefit Managers?
These giant middlemen claim they help keep drug costs in check, but scrutiny—and competition—are brewing.
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White Paper | February 11, 2025
Japanese Equities in 2025: Goldilocks Would Approve
Japanese Equities: Are the “Lost Decades” Finally in the Rear View?
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Article | February 11, 2025
Private Markets: As The Ice Breaks
With a liquidity drought fading, investors can return to the more normal task of building private market portfolios designed to pursue unique investment goals.
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White Paper | February 10, 2025
Corporate Hybrids Arbitrage: Trading the Ebbs and Flows of Extension Risk
Is there structural mispricing in Corporate Hybrids?
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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.
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Article | February 07, 2025
Local Currency Bonds: The Next Frontier
Frontier markets are well represented in investors’ allocation to USD markets but not so much in local currencies. This may be changing given growing interest in its strong performance and benchmark providers creating more transparency.
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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.
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Article | February 04, 2025
Tariffs Are Here: What Does That Mean for Private Equity?
We believe investments in private equity may be less affected by a tougher U.S. tariff regime than the overall economy.
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CIO Weekly Perspectives | February 03, 2025
A More Commodious Curve
By fundamentally changing incentives, a normalizing yield curve makes the bond market much more friendly to investors.
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Disruptive Forces in Investing | January 28, 2025
Fixed Income Moves in 2025
(23:42) CIO and Global Head of Fixed Income, Ashok Bhatia, discusses rates, inflation and policy with host Anu Rajakumar and how these forces could impact Fixed Income in 2025.
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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?
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Article | January 27, 2025
Fixed Income: Be Prepared for Policy-Driven Volatility
In the wake of electoral shifts, policy changes could add to market turbulence, creating new risks but also opportunities.
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CIO Weekly Perspectives | January 26, 2025
Are We Any Clearer About Trump 2.0?
Were 26 executive orders enough to convey the new administration’s direction and resolve the uncertainties in our outlook?
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White Paper | January 23, 2025
Private Equity and Rates, Part II: Do Rates Really Matter for Private Equity?
As the Federal Reserve embarks on a new rate cut cycle, we explore the long-term relationship between interest rates and private equity performance.
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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.
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White Paper | January 21, 2025
Corporate Hybrids Take the World Stage—Revisited
The U.S. corporate hybrid market emerged as a competitor to Europe’s in 2024, creating alpha opportunities for global investors like Neuberger Berman.
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White Paper | January 20, 2025
Private Equity and Rates, Part I: The Theoretical Framework
Why we think declining rates should raise private equity valuations, and help unblock deal activity and fund distributions.
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CIO Weekly Perspectives | January 20, 2025
A Choppy Start to a Year of Uncertainties
The first two weeks of 2025 perfectly illustrate why we see a wide dispersion of potential outcomes for the year, and advocate staying nimble and diversified.
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Asset Allocation Committee Outlook​​ | January 20, 2025
A Delicate Balance
We think easing inflation and a pro-business policy environment will support above-trend growth in 2025, but the balance is delicate with risks piled up on both sides.
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Article | January 17, 2025
Navigating the Tides of Political Transition
As a new administration takes the helm, we believe investors should stay focused on the economic metrics, not political theatrics.
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Fixed Income Investment Outlook​ | January 15, 2025
Navigating New Fiscal Forces
Monetary policy is giving way to fiscal dynamics in driving market behavior.
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CIO Weekly Perspectives | January 13, 2025
Growth, Inflation and Equity Markets
We anticipate a supportive U.S. growth and inflation environment in 2025, but equity investors may not benefit from it by simply tracking the S&P 500 Index.
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White Paper | January 09, 2025
Navigating Private Credit’s Next Act
As the private credit market rapidly evolves, we believe investors should consider a more flexible and specialized allocation approach.
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Video | January 08, 2025
Comparing Evergreen and Traditional Fund Returns
As the landscape of private equity investing continues to evolve, evergreen funds have emerged as a compelling alternative to traditional funds.
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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.
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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.
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Disruptive Forces in Investing | January 07, 2025
Small Caps, Big Opportunities
(12:12) Anu Rajakumar chats with Greg Spiegel on the opportunities, risks and potential of this asset class
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Article | January 06, 2025
Navigating 2025: The Intersection of Sustainability and Pragmatism
How political trends could shape policy decisions and regulatory frameworks this year
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CIO Weekly Perspectives | January 06, 2025
The Year Ahead for Bond Markets
Why we think 2025 presents a favorable backdrop for fixed income investors, despite the potential for rising volatility.
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Disruptive Forces in Investing | December 17, 2024
Solving for 2025
(27:00) With specialized insights into growth drivers, equity market shifts, and bond market opportunities, we dive into our 2025 outlook, Solving for 2025.
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CIO Weekly Perspectives | December 15, 2024
Positive on Equities, Cautious on the S&P 500
Why we think 2025 could bring a long-awaited reward for the discipline of diversification.
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Article | December 11, 2024
Navigating the Health Care Industry in Trump’s Second Term
Significant policy proposals could be in store, along with a more business-friendly approach.
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Article | December 09, 2024
Emerging Markets Debt Under Trump 2.0
EMD has been more resilient after November’s election than it was after the 2016 result—so, what has changed, and will this resilience last?
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CIO Weekly Perspectives | December 08, 2024
Fiscal to the Fore
How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead.
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Article | December 06, 2024
Private Funds CFO Roundtable: The Strategic CFO
In a roundtable discussion conducted by Private Funds CFO, Barry Giarraputo discusses the role of the CFO In driving strategic direction while ensuring that scalable infrastructure is in place to deliver sustainable growth.
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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.
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Article | December 03, 2024
Buyouts Secondaries Roundtable: This is Not a Market Moment
In a roundtable discussion conducted by Buyouts, Boriana Karastoyanova evaluates the continued demand for capital solutions in the secondaries market, as both GPs and LPs navigate a shifting market backdrop.
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Article | December 02, 2024
The Opportunities Across Private Equity’s Current Liquidity Landscape
There are attractive opportunities for experienced liquidity providers in the current private equity market environment.
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CIO Weekly Perspectives | December 01, 2024
COP29: Show Me the Money!
Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.
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Article | November 25, 2024
Neuberger Berman Private Markets: Q3 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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CIO Weekly Perspectives | November 24, 2024
The Dollar and the Euro: On a Path to Parity?
Why we think it could take longer than expected, with better entry points still to come.
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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.
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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.
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Disruptive Forces in Investing | November 14, 2024
Disruptive Forces Election Special: Trump's Cabinet
(25:36) Join Anu Rajakumar and Brad Tank as they explore the anticipated differences, potential impacts, and policy directions of Trump 2.0.
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Article | November 14, 2024
Key Implications of Trump 2.0 for Private Equity
While the policies and implications of Trump 2.0 are difficult to predict, we remain optimistic about private equity’s ability to navigate change in a dynamic environment and potentially deliver attractive risk-adjusted returns.
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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.
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Article | November 11, 2024
COP29: Temperature Overshoot, Policy Undershoot
As COP29 gets underway, we consider the meeting agenda against the background of both the climate itself and recent progress on climate policy and financing.
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CIO Weekly Perspectives | November 10, 2024
Post-Election Vibes, New Year Realities
The rush into risk assets could last through the end of the year, but thereafter the outlook becomes more complicated.
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NB Blog | November 07, 2024
Assessing Trump 2.0
What does the U.S. election mean for growth, inflation, Fed policy and interest rates?
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Video | November 07, 2024
Value & Alpha in Private Equity
In this Livewire interview David Stonberg, highlights the advantages of the private equity investment landscape.
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Disruptive Forces in Investing | November 06, 2024
Private Real Estate: From Uncertainty to Opportunity
(18:08) Learn more about opportunities and challenges in the Private Real Estate space
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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.
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CIO Weekly Perspectives | November 04, 2024
An Investor's Election Survival Guide
Brace for this week’s uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
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NB Blog | November 04, 2024
Networking the AI Data Center Autobahn
As the AI revolution stokes demand for faster data transfer and reduced latency, a new ecosystem of innovators in various sub-sectors is taking shape.
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NB Blog | November 04, 2024
Subdued Tone at the IMF
Uncertainties around trade make for a somber economic summit, even as multilaterals could soften the potential blows.
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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.
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NB Blog | October 30, 2024
Real Assets: A Balancing Act
In an environment with more questions than answers, we think real assets investors can benefit from a well-diversified, active approach.
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CIO Weekly Perspectives | October 27, 2024
Beware of Buying the Dip in Bonds
Government bonds have sold off rapidly; here’s why we don’t think it’s time to buy back in.
binoculars iconSolving for 2025
Five for 2025
Our senior investment leaders discuss their market and investment themes for the year.
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