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Portfolio Manager Update
June 02, 2020
“The World’s Factory” Reopens
(5:32) Just as Chinese manufacturers are coming back online, the rest of the global economy is still struggling to contain the outbreak. With overseas demand for Chinese manufactured goods weakening, where does demand come from? How might this affect China’s economy?
Portfolio Manager Update
June 02, 2020
A New Cold War?
(5:29) U.S.-China relations have been tested over the course of the pandemic. There are rising concerns that a potential decoupling of the two countries could usher in a new cold war, which may bring negative impacts to the overall global economy. How might this affect China? Watch this video where Ning Meng, Portfolio Manager – China Equity, discusses his views with Patrick Liu, Head of China, on the economic and equity market outlook for China.
Portfolio Manager Update
May 13, 2020
Equity Investing as We Approach a “New Normal”
(3:59) Richard Nackenson, Neuberger Berman Equity Portfolio Manager, discusses how investor psychology has changed over the past month and where he is finding investment opportunities as we approach a “new normal.”
Portfolio Manager Update
May 01, 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 28, 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 27, 2020
Municipal Bond Market Update
(2:27) James Iselin, Neuberger Berman’s Head of Municipal Fixed Income, discusses the potential for a rise in delinquencies and defaults across the municipal bond market.
Portfolio Manager Update
April 24, 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 22, 2020
EM Equity: A Return to Fundamentals, but a Long Road Ahead
(5:55) Conrad Saldanha, Neuberger Berman Emerging Markets Equity Portfolio Manager, discusses April’s EM equity market rally and the impact of falling oil prices on EM economies.
Portfolio Manager Update
April 22, 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 22, 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 21, 2020
Real Estate Investing Through the Crisis
(4:40) Matthew Kaplan reviews the impact to different sectors of the real estate market resulting from COVID-19 and where opportunities may arise as the market finds its footing.
Portfolio Manager Update
April 21, 2020
Opportunity in Credit Dislocation
(4:18) Michael Holmberg and John Humphrey provide an update on the credit market dislocations resulting from the crisis, what is causing concern in the market and how to find the opportunities that are emerging.
Portfolio Manager Update
April 17, 2020
Fixed Income Market Update: A Lower Volatility Environment
(3:13) Ashok Bhatia, Neuberger Berman Deputy Chief Investment Officer - Fixed Income, discusses the decline of fixed income market volatility in April and provides an update on where his team is finding value across the fixed income markets.
Portfolio Manager Update
April 15, 2020
A View of Markets Through Insurance Securities
(6:23) Peter DiFiore, Portfolio Manager on the Insurance Linked Strategies team, discusses developments in the Insurance Linked Securities market while identifying trends and implications investors should be aware of.
Portfolio Manager Update
April 15, 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.
Portfolio Manager Update
April 15, 2020
Secondary Private Equity Through Market Cycles
(6:45) Tristram Perkins, Global Co-Head of Secondary Private Equity, looks at the impact of today’s crisis on the secondary market and how it compares to the global financial crisis.
Portfolio Manager Update
April 14, 2020
Private Equity Investing in Today's Market
(6:40) Jonathan Shofet, Global Head of the Firm’s Private Investment Portfolios group, looks at how private equity funds are navigating the impact of COVID-19, with a focus on the types of investments we are seeing given the current environment.
Portfolio Manager Update
April 13, 2020
Volatility Update: Swings in Sentiment Keep Volatility Levels Elevated
(4:47) Derek Devens, Neuberger Berman Option Group Portfolio Manager, talks about continuing volatility, the factors that could steer it one way or another and the potential implications for Options investors.
Portfolio Manager Update
April 09, 2020
European Fixed Income Market Update
(7:47) In this video, Investment Grade European Fixed Income Head, Patrick Barbe provides an update on current conditions across bond markets, explaining what he believes marks an important turning point in the current situation. He also offers his outlook and an update on positioning, considering potential trends such as a shift away from globalization towards more domestically-oriented growth prospects.
Portfolio Manager Update
April 09, 2020
Small Cap Equity Market Update
(2:30) Benjamin Nahum, Neuberger Berman Small Cap Equity Portfolio Manager, discusses how small cap equities performed amidst the market sell-off in the first quarter of 2020 and provides an update on portfolio positioning.
Portfolio Manager Update
April 08, 2020
Hedge Fund Market Update
(7:29) Jeff Majit, Co-Head of NB Alternative Investment Management, discusses how various segments of the hedge fund market have performed during the recent period of heightened market volatility and how his team is positioning portfolios during this uncertain time.
Portfolio Manager Update
April 08, 2020
Real Estate Securities Market Update
(4:12) In this short video, Gillian Tiltman, Portfolio Manager of the UK and Continental European portion of Neuberger Berman’s Real Estate Securities Group offers an update on real estate markets. Gillian explains why some of the longer-term secular demand trends her team have been focused on are now being highlighted by the current situation. She also updates on positioning across portfolios.
Portfolio Manager Update
April 08, 2020
Currency Market Update
(9:28) In this video, Neuberger Berman’s Head of Global Currency, Ugo Lancioni provides an update on currency markets during the current period of volatility. Ugo reviews how global currencies have been impacted by the situation, outlining key drivers of FX markets. He also explains how he aims to identify the winners and losers amid the current dynamics.
Portfolio Manager Update
April 07, 2020
EAFE Equity Market Update: Volatility Persists
(6:37) Benjamin Segal, Neuberger Berman EAFE Equity Portfolio Manager, provides an update on non-U.S. developed equity markets and how the impact of COVID-19 varies across and within regions.
Portfolio Manager Update
April 03, 2020
Fixed Income Market Update: “A Week of Healing”
(5:37) Thomas Sontag, Neuberger Berman Investment Grade Fixed Income Portfolio Manager, provides an update on the investment grade fixed income market and discusses how the U.S. mortgage-backed securities market fared over recent weeks.
Portfolio Manager Update
April 03, 2020
Large Cap Growth Investing During a Volatile Time
(5:06) Jason Tauber, Neuberger Berman Large Cap Growth Portfolio Manager, discusses how growth stocks have performed amidst the recent equity market decline and provides an update on portfolio positioning.
Portfolio Manager Update
April 03, 2020
Small Cap Equity Market Update
(4:35) Judy Vale, Neuberger Berman Small Cap Equity Portfolio Manager, provides an update on the small cap equity market for the first quarter of 2020 and portfolio positioning amidst this period of market uncertainty.
Portfolio Manager Update
April 03, 2020
Real Estate Securities Update: Market Reacts to Stimulus Package
(4:51) Steve Shigekawa, Neuberger Berman Real Estate Securities Portfolio Manager, discusses the impact of the recently approved fiscal and monetary stimulus packages and portfolio positioning in light of the economic slowdown.
Portfolio Manager Update
April 02, 2020
Uncorrelated Strategies Market Update
(6:51) In this short video, Portfolio Manager, Fred Ingham provides an update on current conditions across uncorrelated strategies, offering his thoughts on both the short and longer-term impacts of COVID-19 on asset markets. He also updates on the positioning of Neuberger Berman’s portfolios.
Portfolio Manager Update
April 02, 2020
Equity Market Perspectives
(4:51) Richard Nackenson, Neuberger Berman Equity Portfolio Manager, comments on the unprecedented level of volatility that has characterized the markets over the past month and how this time period compares to historical periods of market stress.
Portfolio Manager Update
April 02, 2020
Municipal Market Perspectives
(4:25) James Iselin, Head of Neuberger Berman Municipal Fixed Income, recaps the unprecedented volatility experienced in the month of March. He also discusses the outlook for municipals and the resiliency of muni credit versus corporate fixed income.
Portfolio Manager Update
April 02, 2020
CLO Market Update
(6:29) Pim van Schie, Neuberger Berman Non-Investment Grade Credit Portfolio Manager, discusses market activity for CLOs over the past month and the team’s approach to navigating the risks associated with the sell-off in the non-investment grade fixed income market.
Portfolio Manager Update
April 01, 2020
High Yield Market Update: Volatility Persists
(6:03) Christopher Kocinski, Neuberger Berman U.S. High Yield Senior Portfolio Manager, discusses the factors that have contributed to the volatility in the non-investment grade credit market and how his team has adjusted portfolios as spreads have widened.
Portfolio Manager Update
April 01, 2020
EMD Market Update
(8:54) Gorky Urquieta, Co-Head of the Neuberger Berman Emerging Markets Debt Team, discusses the factors that contributed to the sell-off of EMD assets over the past month and how the team is positioning portfolios in this volatile market environment.
Portfolio Manager Update
March 31, 2020
Perspectives on Volatility
(6:02) Charles Kantor, Neuberger Berman Equity Portfolio Manager, shares his perspectives on the volatility that has characterized the markets over the past month and discusses how this downturn compares to the one that occurred in 2008.
Portfolio Manager Update
March 31, 2020
EM Equity Market Update
(3:55) Marco Spinar, Neuberger Berman Emerging Markets Equity Portfolio Manager, discusses changes in the EM equity market over the past two weeks and how his team is managing through economic uncertainty prevalent across EM countries.
Portfolio Manager Update
March 31, 2020
How Could Covid-19 Affect 5G?
(2:55) The way we live, work and learn has shifted markedly since the Covid-19 outbreak. With greater reliance on online resources, we see an increased demand for faster network speeds that could be enabled by 5G. How could the pandemic affect 5G rollouts? Where are the opportunities? Watch YT Boon, Director of Research – Asia, as he shares his insights on the demand for this service.
Portfolio Manager Update
March 30, 2020
Equity Market Perspectives
(3:38) Sandy Pomeroy, Neuberger Berman Equity Portfolio Manager, discusses how higher yielding segments of the equity market have held up amidst the recent equity market decline and areas of the market where she is seeing opportunity.
Portfolio Manager Update
March 27, 2020
Fixed Income Market Update
(4:16) David Brown, Co-Head of Global Investment Grade Fixed Income, provides an update on how recent support from the Fed has impacted the fixed income markets and how his team is navigating this uncertain time.
Portfolio Manager Update
March 26, 2020
Global High Yield Market Update
(2:58) In this video update from Senior Portfolio Manager, Vivek Bommi, we review conditions across global non-investment grade bond markets and offer our outlook for the asset class.
Portfolio Manager Update
March 26, 2020
China Bond and Equity Markets Update
(14:49) China was the first economy to be struck down by COVID-19 and looks to be the first to come out the other side. Peter Ru, Senior Portfolio Manager, China Fixed Income Strategy Leader and Meng Ning, Senior Portfolio Manager, China A-Shares provides an update on how the economy is recovering, what happened in China bond and equity markets, and what are the unknowns and opportunities ahead.
Portfolio Manager Update
March 26, 2020
Sustainable Equity Investing in An Uncertain Market
(4:47) Ingrid Dyott, Neuberger Berman Sustainable Equity Portfolio Manager, discusses recent government efforts to stimulate the economy and how sustainable companies are faring in the current market environment.
Portfolio Manager Update
March 25, 2020
Small Cap Equity Market Update
(3:14) Gregory Spiegel, Neuberger Berman Small Cap Equity Portfolio Manager, provides an update on small cap equity markets and portfolio positioning amidst this period of market uncertainty.
Portfolio Manager Update
March 25, 2020
Large Cap Value Investing During A Volatile Time
(4:16) Eli Salzmann, Neuberger Berman Large Cap Value Equity Portfolio Manager, provides an update on large cap equity markets and why the tide might be turning towards value investing.
Portfolio Manager Update
March 25, 2020
Corporate Hybrid Bonds Market Update
(5:54) In this short video, Senior Portfolio Manager, Julian Marks provides an update on current conditions within corporate hybrid bond markets, outlining the biggest unknowns and updating investors’ on the current positioning across Neuberger Berman’s portfolios.
Portfolio Manager Update
March 25, 2020
High Yield Market Update
(5:31) Joe Lind, Neuberger Berman High Yield Portfolio Manager, discusses factors driving the high yield market and strategy positioning during an uncertain time.
Portfolio Manager Update
March 25, 2020
Navigating a Challenging Municipal Bond Market
(5:27) James Iselin, Head of Neuberger Berman Municipal Fixed Income, discusses unprecedented yields and portfolio positioning amidst this period of market volatility.
Portfolio Manager Update
March 24, 2020
Emerging Markets Debt Market Update
(6:16) In this brief video update, Rob Drijkoningen, Co-Head Emerging Markets Debt, provides an update on markets and current positioning, offering his views on the most important factors affecting investors at the moment.
Portfolio Manager Update
March 24, 2020
Navigating a Challenging Small Cap Equity Market
(4:00) Kenneth Turek, Neuberger Berman Small Cap Growth Portfolio Manager, discusses uncertainties facing small-cap investors and portfolio positioning for a challenging market environment.
Portfolio Manager Update
March 23, 2020
Volatility and Options Markets: Uncertain Times; But Not Unprecedented
(5:49) Derek Devens, Portfolio Manager from Neuberger Berman’s Option Group, discusses uncertainties facing investors and their implications for option premiums.
Portfolio Manager Update
March 20, 2020
International Equity Investing During A Turbulent Time
(4:52) Elias Cohen, Portfolio Manager on the Neuberger Berman International Equity Team, provides an update on the non-U.S. developed equity markets and strategy positioning in a volatile market environment.
Portfolio Manager Update
March 20, 2020
Navigating a Volatile Fixed Income Market
(4:03) David Brown, Global Co-Head of Investment Grade Fixed Income, provides an update on the fixed income markets and strategy positioning during an uncertain time.
Portfolio Manager Update
March 20, 2020
EM Equity: Managing Through “Indiscriminate Selling”
(5:04) Conrad Saldanha, Senior Portfolio Manager from Neuberger Berman’s Emerging Markets Equity Team, discusses how he's navigating the turbulent market in both a macro and fundamental context.
Portfolio Manager Update
March 19, 2020
Navigating Disruption in the REITS Market
(3:25) Brian Jones, Co-Portfolio Manager from Neuberger Berman’s Real Estate Securities Group, provides an update on the listed real estate market and strategy positioning amidst this period of heightened market volatility.