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Insights
July 29, 2021
Ten for 2021—Midyear Update
We check in on the key themes we anticipated from the economy and markets in 2021.
Insights
July 27, 2021
Developing a Roadmap for ESG Performance
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
Insights
July 27, 2021
Rising COVID-19 Cases Driven by the Delta Variant and the Return to Normal
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
Insights
July 26, 2021
Inside TaxM™: Realizing Capital Gains vs. Managing Tracking Error
When funding a TaxM™: portfolio, it’s critical for the investor to understand the tradeoff between realizing capital gains (and having a subsequent tax burden) and maintaining a particular tracking error to the selected benchmark.
Insights
July 06, 2021
The Great Reset: Rethinking Sustainability
In the second of our conversations about the post-pandemic landscape, we spoke with a power utility and an industrial gases company about climate-related risks and opportunities.
Insights
June 21, 2021
The Great Reset: Rethinking Globalization
In the first of our conversations about the post-pandemic landscape, Erik Knutzen spoke with economist Nancy Lazar about the future of globalization.
Insights
May 20, 2021
Next Generation Connectivity (5G) Strategy Update
In this video, Yan Taw (YT) Boon, Director of Research (Asia), shares his views on recent market volatility and how our 5G strategy is positioned to mitigate near-term risks. He also shares exciting opportunities emerged as a result of Biden’s infrastructure stimulus plan and the global semi-conductor shortages.
Insights
May 10, 2021
The State of BBBs: Here to Stay
A significant, if misunderstood, market segment continues to offer attractive investment opportunity.
Insights
May 04, 2021
REITS and Rates
History suggests that real estate securities can be an attractive investment if you expect inflation and rates to go higher.
Insights
April 28, 2021
Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
Insights
April 05, 2021
Data Science Through the Crisis
Judicious use of data has provided key insights into the pandemic, the economy and businesses.
Insights
March 25, 2021
Senior Floating Rate Loans: Opportunity as Rates Rise
Where to find yield without duration when inflation expectations and nominal long rates are on the rise.
Insights
March 15, 2021
Politics in Focus: The Case for Optimism
A political scientist weighs the potential for real progress out of Washington, DC, across a range of important issues.
Insights
March 10, 2021
The Bitcoin Experiment
Recent appreciation in the cryptocurrency may be tantalizing, but understanding the dynamics behind this speculative asset is crucial before considering it as a potential investment.
Insights
February 22, 2021
Inside TaxM™: Transferring Concentrated, Low-Basis Positions to TaxM™ Accounts
This is the first in a series of articles in which we explore the considerations and mechanics associated with making new investments in tax-managed accounts.
Insights
February 12, 2021
Why We Believe Value Still Has Value
Here are three reasons why many investors have neglected value stocks for so long—and why we think each one of them is wrong.
Insights
January 11, 2021
Biden, Taxes and Your Portfolio
Higher personal taxation under a Biden administration could strengthen the case for municipal bonds and tax-managed equity strategies.
Insights
December 22, 2020
2020 Wrap-Up: ESG in Focus
We round off the year with optimism for life beyond the pandemic, but also a laser focus on the ESG issues the pandemic has further zoomed in on.
Insights
December 18, 2020
You May Be Generating Tax Credits Without Realizing It
Actively managing equity portfolios for tax efficiency not only aims to maximizes tax credits—it may reveal tax credits you didn’t know you already had.
Insights
December 17, 2020
Don’t Be A Turkey
Like the festive bird in December, investors may want to ask how much better things can get.
Insights
December 17, 2020
China Credits: Default Outlook From an Onshore Perspective
Changing government policy could impact default levels in 2021.
Insights
December 16, 2020
Could It Finally Be Time for Value?
Why we think the recent reversal in growth stocks’ multiyear dominance could be set to continue.
Insights
December 14, 2020
Emerging Markets Corporates: High Yield Default Outlook 2021
After a moderate spike in defaults, we anticipate an improving financial environment for the next year.
Insights
December 07, 2020
Thermal Coal: Aligning Policy With Emerging Reality
In seeking to curb client exposure to a key carbon source, our team’s thermal coal policy acknowledges distinct characteristics found within the emerging markets.
Insights
December 01, 2020
Cash Negative
The central bank pandemic response has left all major short-dated interest rates pricing near or below zero for years into the future: How can cash portfolio managers meet this challenge?
Insights
November 25, 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 24, 2020
The Path to Carbon Reduction
As investors that take climate change leadership into consideration, we often ask ourselves, how robust and meaningful are these goals and how do a company’s climate and business goals align?
Insights
November 17, 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
November 10, 2020
Investment Grade Credit: Corporate Decision-Making in the Post-COVID-19 Economy
Corporate fundamentals are recovering, but the path forward is divergent.
Insights
October 16, 2020
Materiality Matters
How Environmental, Social and Governance Issues Inform Long-term Growth and Sustainability of Companies
Insights
October 15, 2020
China Property: Recovery From the COVID-19 Lockdown
With recovery, home price growth and overheated land prices could attract policy intervention.
Insights
October 15, 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?
Insights
October 07, 2020
Flexibility and Fundamentals
The new environment of zero rates and higher credit market volatility calls for a new approach to durable income investing—one that can go anywhere, but remains anchored in bottom-up conviction.
Insights
September 24, 2020
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.
Insights
September 15, 2020
Epic Battle or Rope-a-Dope?
Identifying the winner of the rumble between ‘The Japanifier’ and ‘The Stimulator’ is likely to be the key determinant in successful portfolio construction for years to come.
Insights
August 13, 2020
Narrowing the Living Wage Divergence
The gap between the richest and the poorest U.S. households is now the largest it’s been in the past 50 years.
Insights
July 30, 2020
Vulnerability to Default in Emerging Markets
While emerging markets sovereign defaults are at levels not seen since 2001 this year, rapid policy responses are helping to avoid the worst—furthermore, we believe the corporate default rate for 2020 could be lower than in 2009 or even 2016.
Insights
July 28, 2020
The 2020 Proxy Season and NB Votes
Neuberger Berman’s Engagement Series presents insights and case studies on our dialogue with companies, government entities and other securities issuers.
Insights
July 14, 2020
Q&A: The Pandemic and Politics
Assessing the 2020 race in light of COVID-19, economic weakness and civil unrest.
Insights
July 08, 2020
Asian Credit Remains Firmly Investment Grade
Spread-widening in the Asian credit markets due to COVID-19 is understandable, but we believe it overstates downgrade and default risks, and represents an attractive value opportunity for long-term investors.
Insights
July 07, 2020
ESG in Private Markets: Investing for the Long Term
A glimpse into the future of ESG investing in the private markets.
Insights
June 10, 2020
Spotlight on Sustainability: Evolving Engagement in ESG and Non-Investment Grade Credit
In February 2020, Neuberger Berman sat with high yield bond issuers to discuss ESG engagement in the Non-Investment Grade credit market.
Insights
June 05, 2020
Neuberger Berman Fixed Income: Company Leadership during COVID-19
Assessing Company Leadership during COVID-19 with Active ESG Engagement
Insights
June 05, 2020
A Very Bond-Friendly Crisis
We believe the COVID-19 crisis and the response from governments and central banks creates an unusually favorable macro environment for credit.
Insights
May 26, 2020
Digital Drivers of Real Estate Opportunity
Shifts in technology are contributing to a new landscape in the listed real estate universe.
Insights
May 13, 2020
The Historical Impact of Economic Downturns on Private Equity
An assessment of private equity return patterns in two recent significant downturns.
Insights
May 07, 2020
The New ‘Fusion’
As the physical and digital worlds merge, companies, investors and society will need to adapt.
Insights
April 29, 2020
PE Investing at Turning Points in the Market Cycle
Shifting assets from public to private equity in and around downturns has been a rewarding strategy.
Insights
April 28, 2020
The TALF 2.0 Opportunity in Asset Backed Securities
During the 2008 – 10 financial crisis, the Federal Reserve’s Term Asset Backed Securities Loan Facility (TALF) enabled double-digit returns from high-rated ABS. What are the prospects under TALF 2.0, part of the Fed’s COVID-19 response?
Insights
April 24, 2020
Commitment to Workplace Issues
Neuberger Berman became an investor signatory to the Workforce Disclosure Initiative (WDI) in 2019, as part of its ongoing commitment to evaluating workplace issues.
Insights
April 15, 2020
Using Our Voice in Value Investing
Constructive relationships and a long-term perspective can open doors when engaging with companies and other shareholders.
Insights
April 03, 2020
China Recovers
China was the first economy to be struck down by COVID-19, but that means it is the first to recover—and its onshore bond and equity markets may be a good place to get exposure.
Insights
March 31, 2020
Audio Insight: The Course of COVID-19
Terri Towers, Senior Healthcare Research Analyst looks at the current progression of the COVID-19 pandemic as well as her views on inflection points and treatment timelines.
Insights
March 30, 2020
Have We Reached Herd Immunity?
Understanding the trajectory of the Coronavirus is a core aspect of seeking to control the outbreak, and is also highly relevant to the task of investors as they look to position themselves effectively in current market volatility. Our Chief Data Scientist explains what the data is saying about the spread of COVID-19.
Insights
March 25, 2020
Four Things to Remember in a Market Downturn
Volatility, diversification and the merits of long-term investing
Insights
Insights
March 23, 2020
Corporate Hybrid Bonds for Insurance Investors
To overcome the low-yield problem, European insurers are eager to identify assets that offer the right balance between quality and return.
Insights
March 12, 2020
Update on Global Non-Investment Grade Credit Markets
We unpack the short-term and long-term, transitory and permanent impacts of recent news on the high yield and loan markets.
Insights
March 03, 2020
Company Leadership During COVID-19: An ESG Lens
The Sustainable Equity team focuses on investing in high quality companies at attractive valuations; many of these businesses are at the forefront of meeting unmet sustainability challenges globally.
Insights
February 20, 2020
Checking in on BBBs
Improved credit conditions are reflected in spreads, but volatility may create opportunities.
Insights
February 05, 2020
Another Breakthrough Year for China Bonds
The market made it into global indices but also broke records for defaults in 2019 and is facing uncertainty from the coronavirus: we take stock for 2020.
Insights
December 18, 2019
Commitment on Climate
Our Sustainable Equity team explores a recent engagement on measurement of carbon emissions.
Insights
November 27, 2019
Asia Bonds: Tactical Value for a Long-Term Opportunity
Asian debt exhibits robust fundamentals and bright long-term prospects, with attractive yields.
Insights
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.
Insights
October 10, 2019
Governance: Hiding in Plain Sight
Corporate governance remains relevant as a research tool and an anchor for ESG investing.
Insights
September 30, 2019
Engagement, Municipal Style
Working with municipal bond issuers is a subtle art, and has more potential in some areas than others.
Insights
September 19, 2019
Next-Generation Mobility: It’s About the Journey
Finding opportunities along the road to fully autonomous electric vehicles.
Insights
September 05, 2019
Total Portfolio Impact in Investment Management
How different investment strategies across asset classes can contribute to the overall impact of a total portfolio.
Insights
September 04, 2019
Negative Interest Rate Policy: Could It Happen in the U.S.?
The Fed seems more likely to focus on a range of policy tools.
Insights
July 18, 2019
Unlocking Inflation
After a decade of disappointment on prices, what can the Federal Reserve do to set the right course?
Insights
July 18, 2019
U.S. and China: The Long Road Ahead
Continued trade tensions and periodic flashpoints will likely become the norm.
Insights
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.
Insights
July 18, 2019
The Preferred Income Advantage
In an environment of exceptionally low bond yields, preferred shares may provide an opportunity to boost income.
Insights
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.
Insights
July 18, 2019
Rebounds, Records and Uncertainty
A reminder about investment principles emerges in a transitional environment.
Insights
July 01, 2019
The World Gets Active in Euro Fixed Income
Steep yield curves make euro bonds attractive in general, but here we outline some specific opportunities.
Insights
May 21, 2019
U.S. BBB Corporate Risk: Flexibility in Focus
In a varied landscape, accurately assessing vulnerability to downgrades will come down to specifics.
Insights
May 17, 2019
What Active Engagement Looks Like
The Ashland proxy dispute displayed the power of an owner’s long-term perspective and commitment.
Insights
May 16, 2019
Conversations With… Ray Carroll
Alternative risk premia can be great diversifiers, but it takes human insight to realize their full potential.
Insights
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.
Insights
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.
Insights
May 10, 2019
Late-Cycle Investing: Re-Assess Strategic Asset Allocation
The challenge of maintaining exposure to growth potential without losing control of risk.
Insights
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.
Insights
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.
Insights
April 01, 2019
China Local Bonds Go Global
Are global bond managers ready for the operational challenges of the China onshore market?
Insights
March 27, 2019
The Hidden Growth Themes in REITs
Think listed real estate is dull, defensive and exposed to rising rates? Think again.
Insights
March 08, 2019
Hybrids: The Spread Over Senior is Key
The end of ECB QE was expected to test the hybrids market—so far it has passed comfortably.
Insights
January 24, 2019
Staying Invested but Alert
In periods of volatility, it’s important to avoid market timing, while considering both diversification and, where appropriate, tactical tilts.
Insights
January 24, 2019
Getting Back Up
Markets staggered late last year, but could fight into the later rounds.
Insights
January 24, 2019
Moving Toward a ‘Cashless’ World
As electronic payments gain traction, what does that mean for cash, society—and investors?
Insights
January 24, 2019
Weatherproofing Your Wealth Plan
Is your personal wealth plan able to tolerate the risks that could undermine your financial goals?
Insights
January 24, 2019
Private Equity and Your Portfolio
Global trends lend support to the long-term case for private equity as part of a diversified asset allocation.
Insights
January 24, 2019
Realizing Your Charitable Vision
Careful strategy and common sense can help ensure that your charitable dollars will be deployed the way you want.
Insights
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.
Insights
December 19, 2018
FOMC: Like Watching Paint Dry? Not Anymore
In the wake of the Fed’s last upward move of 2018, expect a substantial slowdown in rate hikes and more attention to key market and economic signals.
Insights
December 19, 2018
ESG Investing in ‘Dirty’ Industries: Materiality and the Chemicals Industry
In sectors often thought of as ‘dirty,’ material ESG factors can assist in identifying sustainability and innovation.
Insights
December 12, 2018
Worries, Worries Everywhere
Real issues are affecting markets, but a long-term perspective and effective asset allocation can help you take them in stride.
Insights
December 04, 2018
Voting the Votes: Materiality and Shareholder Proposals One Year On
A commitment to integrating SASB guidance on materiality into our evaluation of the proxy votes.
Insights
November 15, 2018
Neuberger Berman Contributes to the Embankment Project for Inclusive Capitalism
George Walker was a contributor to the Embankment Project for Inclusive Capitalism (EPIC)1, which unites over 30 global business leaders across the entire investment chain to advance long-term value measures.
Insights
November 15, 2018
Neuberger Berman's Response to the SEC Proxy Voting Roundtable
Neuberger Berman executes proxy votes to protect the long-term interests of clients.
Insights
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.
Insights
October 26, 2018
Market Selloffs: Lessons From History
Past market declines have often taken time to develop, leaving room for thoughtful reaction.
Insights
October 25, 2018
Senior Loans: Positioning Portfolios for a Maturing Cycle
Disciplined active management will be key to successfully navigating the more challenging market environment ahead.
Insights
October 25, 2018
Active Bond Management: Adding Value in a Shifting Market
There are a variety of factors that suggest an active approach to fixed income is a preferred option, which may become even more evident as policy normalization continues and the long-lived credit cycle eventually returns.
Insights
October 19, 2018
Consider Your Options
Put option writing can be a way to cut portfolio volatility without taking interest-rate risk.
Insights
October 18, 2018
Today’s Seismic Shifts and Their Impacts
A decade after the financial crisis, four key trends are helping to fashion the investment landscape for the next 10 years.
Insights
October 18, 2018
Conversations With... Jason Pratt
Late-cycle dynamics are tricky for insurance investors. We asked Jason Pratt for some solutions.
Insights
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.
Insights
August 09, 2018
Emerging Markets Debt: A Soft Patch for Hard Currency
This year’s sell-off opens an opportunity to make strategic allocations at attractive valuations.
Insights
July 18, 2018
Financial Fitness: Planning in Stages
Each period of your life poses distinct challenges, requiring appropriate steps to keep your finances on the right path.
Insights
July 18, 2018
Asset Matters: Asset Allocation’s Halo Effect
Volatility, higher rates and shifting correlations reinforce the value of effective asset allocation.
Insights
July 18, 2018
Trust Company Corner: Outsourcing the Role of Chief Investment Officer
The use of an external ‘CIO’ offers significant benefits to foundations, endowments and institutions.
Insights
July 18, 2018
Sector Spotlight: The Coming 5G World
The next generation of wireless will be about a lot more than cell phones—and investors will need to think strategically to capitalize.
Insights
July 18, 2018
Investment Insights: ESG That Spans Portfolios
It’s increasingly feasible to measure and manage the “impact” of investments across asset classes—whether in seeking to improve financial performance or to encourage change.
Insights
June 28, 2018
Euro Investment Grade Credit: A Growing, Diversifying, High-Quality Market
The financial crisis and subsequent regulation has ended the dominance of financials in euro corporate bonds.
Insights
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.
Insights
May 24, 2018
ESG: What Institutional Investors Are Saying About Sustainable Investing
At a Neuberger Berman conference, institutional investors discussed current trends in ESG investing.
Insights
May 24, 2018
Interview: Investing for Returns Can Support Sustainable Development
Can investing for market-rate returns contribute to the UN Sustainable Development Goals?
Insights
May 15, 2018
Chasing Your Tail
Buying put options to hedge equity tail risk can be ineffective and expensive.
Insights
April 25, 2018
Trust Company Corner: Estate Planning Under the New Tax Law
For many individuals, the emphasis of planning may shift from estate taxes to income taxes.
Insights
April 25, 2018
Financial Fitness: Planning for Health Care Needs
Among your retirement expenses, health care is one that shouldn’t be overlooked.
Insights
April 25, 2018
Philanthropy: Exploring Nonprofit Board Service
Sharing your time and expertise can offer personal rewards and benefit causes that you care about.
Insights
February 27, 2018
Non-Investment Grade Credit: Engaging in ESG
Credit investors can influence change through ESG engagement.
Insights
January 10, 2018
Climate Change: Assessing Impact at the Portfolio Level
It is widely acknowledged that climate change will have a broad range of impacts on economies and financial markets over the coming decades.
Insights
January 02, 2018
From Talking the Talk to Voting the Votes
Integrating the Sustainability Accounting Standards Board into proxy voting guidelines.
Insights
Insights
December 19, 2017
Rating the Raters on ESG
What credit rating agencies should be doing to better integrate environmental, social and governance (ESG) factors into credit rating assessments.
Insights
September 20, 2017
The Fed’s Slow Dance
The markets are enjoying the central bank’s deliberate approach to balance sheet reduction.
Insights
July 13, 2017
Beta Blockers
Why investors may need more exposure to uncorrelated hedge fund strategies.
Insights
March 28, 2017
U.K. Triggers Article 50: What Happens Next?
Jon Jonsson discusses what this might mean for global fixed income markets.
Insights
July 27, 2016
ESG for EMD
ESG Factors Matter in Emerging Markets Corporate Bonds.
Insights
June 06, 2016
NB SRI Team In Support of Limiting Methane Emissions
We support the Joint US and Canadian Announcement on Limiting Methane Emissions from the Oil and Gas Industry. Read our statement.
Insights
Insights
千億美元的寬頻基礎建設計畫:5G與星鏈計畫
美國總統拜登宣佈規模高達千億美元的基礎建設刺激計畫,希望結合光纖網路、衛星通訊、以及5G技術等方式,打造無所不在的高速寬頻基礎設施。