Insights
Video
NB Votes: Kei Okamura on Amada Co. Ltd.
Neuberger Berman expects company management to allocate capital to maximize long-term risk adjusted shareholder value. Learn more from Portfolio Manager, Kei Okamura, about our views on Amada at NB Votes.Video
NB Votes: Marvin Schwartz on General Motors Company
Neuberger Berman expects compensation committees to design, adopt and clearly articulate a strong link between executive compensation and performance. Learn more from Senior Portfolio Manager, Marvin Schwartz, about our views on General Motors at NB Votes.Video
NB Votes: Jason Tauber on Netflix
Neuberger Berman supports management proposals to declassify the board, eliminate supermajority voting requirements, and provide shareholders the right to call special meetings at Netflix Inc. Portfolio Manager, Jason Tauber, shares his insights on the proposals in further detail.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.Video
Multi Sector Fixed Income Team Outlook
(7:13) Jaina Varsani and Ashok Bhatia discuss the fixed income outlook for 2022 and update on the positioning of our multi-sector fixed income funds.Video
Solving for 2022: Erik Knutzen on Macro
(4:12) As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.Video
Solving for 2022: Brad Tank on Fixed Income
(7:30) As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.Video
Ten for 2022: Anthony Tutrone on Alternatives
(3:26) As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.Video
Ten for 2022: Suzanne Peck on Private Wealth
(5:32) As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.Video
Solving for 2022: Joseph Amato on Equities
(6:24) As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.Video
Understanding China Market Dynamics
(15:00) We believe having on the ground insight is key to understanding China market dynamics.Video
Identifying Japan’s Hidden Gems
(2:26) In this video, Joe Amato, Chief Investment Officer—Equities, and the Japan Equity team introduce what makes the Japanese market attractive, and how long-term active engagement is the key to enhancing long-term value.Video
Crossover Investing in a Sea of Change
(14:59) With companies staying private longer and seeking new, innovative ways to go public, it begs the question: is there a confluence of these two asset classes at play? Could investing in late-stage private companies be the next big next out-of-the-box entry point for investors?Video
When Offices and Shops Re-Open, Is the 5G Story Over?
Working and shopping from home during the pandemic highlighted the importance of 5G connectivity. But the pandemic only accelerated a trend that has been underway for years. Far from being over, the 5G story is only just beginning.Video
If 5G Is Here, Can 6G Be Far Behind?
Whether it’s 5G or 6G, the core investment theme is the same – opportunities enabled by next generation connectivity. Investors can benefit by seeking to identify the enablers and beneficiaries of this megatrend, across a range of sectors and value chains.Video
How Is 5G Affected by Tensions Between the U.S. and China?
Think of data as the new oil and 5G as the pipeline. 5G is seen as a strategic asset by many nations, as it is a key infrastructure to driving technology innovation and economic growth.Video
Can 5G Help Build a More Sustainable Future?
We believe the higher speed, greater connectivity and lower latency enabled by 5G networks will unleash a range of technologies that can play a critical role in realizing the UN Sustainable Development Goals.Video
What Are the “Killer Applications” of 5G?
We think there will be 5G-enabled “killer apps” in just about all aspects of life and every industry, which is why we believe that it takes a research capability covering all sectors to invest in this theme.Video
Could Asia be the Next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.Video
Could the Global Chip Shortage Affect the 5G Rollout?
The semiconductor sector used to be cyclical, but with the advent of 5G and broader digitalization, demand growth has become increasingly structural.Video
What Are 5G's Overlooked Opportunities?
Almost every aspect of our lives is likely to be changed by the coming of 5G, so we believe understanding the true breadth and depth of this investment theme means understanding more than just the semiconductor and telecoms industries.Video
Non-IG News: An Update on the Cruise Industry
(6:41) In this video, our Senior Research Analyst, Adam Howaniec, provides an update on the Non-Investment Grade Cruise Industry.Video
Integrating SASB Standards into Japan Equity Investing
(1:15) Kei Okamura, Director of Japan Investment Stewardship, shares his contribution to Sustainability Accounting Standards Board’s ESG Integration Insights.Video
George Walker on CNBC: Taking a Stand with NB Votes
(7:55) George Walker, Chairman and CEO of Neuberger Berman, discusses Neuberger Berman’s advance proxy voting disclosure initiative, NB Votes, on CNBC.Video
Non-IG News: Leisure & Entertainment Sector Update
(3:27) Non-IG Leisure and Entertainment Sectors UpdateVideo
Non-IG News: Earnings Trends in Non-IG Credit
(3:47) During the early stages of the pandemic, most market participants and company managements were very concerned about the impact from mandated shutdowns and shelter-in-place orders on company revenues and bottom line results.Video
Municipal Market Views
(3:58) Jamie Iselin, Head of Municipal Fixed Income, discusses the effects of stimulus on the municipal bond markets and their behavior given the ongoing debate in Washington.Video
Non-IG News: U.S. Elections and Implications for the Energy Sector
(5:41) Robert Gephardt discusses how the Biden administration could impact the Energy sector and what it means for Non-Investment Grade Energy, in particular.Video
Markets Unscripted: 2020 U.S. Election Series
(5:18) Ashok Bhatia, Neuberger Berman Deputy CIO – Fixed Income, shares his perspective on investment implications as a result of the U.S. election and recent COVID-19 vaccine news.Video
An Election Update and Market Outlook with Joe Amato
(4:55) Stephanie Luedke, Head of Private Wealth Management leads a discussion with Joseph V. Amato, President and Chief Investment Officer – Equities for an update on the U.S. election and the markets after a historic week.Video
An Election Update and Market Outlook with Charles Kantor
(5:21) Given the uncertainty of the political landscape, Charles Kantor, Neuberger Berman Equity Portfolio Manager, shares his perspective on investment implications as a result of the U.S. election.Video
Non-IG News: Record High Yield New Issuance in a Pandemic?
(4:47) Despite the COVID-19 pandemic and a significant contraction in global GDP, the High Yield Market has seen record levels of new issuance in recent months.Video
The Four U.S. Election Scenarios with Erik Knutzen
(3:34) As we approach the 2020 U.S. election and its upcoming result, Erik Knutzen, CIO—Multi-Asset Class, dives into the possible scenarios and discusses the economic implications of what could happen with each hypothetical outcome.Video
Accelerator on 5G Infrastructure Deployment
(2:46) Yan Taw Boon talks about how the deal between Verizon and Samsung accelerate 5G infrastructure deployment in US.Video
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.Video
Equity Index Put Option Writing (PutWrite)
(5:50) In this short video, Doug Kramer, Co-Head of Quantitative and Multi-Asset Class Investments, explains the application, mechanics, attributes and common misperceptions of a PutWrite strategy.Video
Thematic Investing: Visibility & Predictability
(1:53) In this video, Jay Aston, Co-Portfolio Manager of the Paduano Global Thematic Investment Group, provides an update on the current pandemic environment and discusses how their thematic process allows them to stay focused during such volatile and uncertain times.Video
Huawei and 5G
In the past month, there have been new developments in the U.S.-China trade conflict in Huawei. How could this impact 5G? Director of Research, YT Boon, shares his insight on how there is now a “5G Race” as Huawei continues to accelerate 5G deployment along with meeting supply chain demand.Video
Market Volatility | Closing Bell Insights
(6:48) On this episode of Closing Bell Insights, Stephanie B. Luedke, Head of Private Wealth Management joins Joseph V. Amato, President and Chief Investment Officer of Equities, as he shares an update on the current equity market environment and discusses what to potentially expect from an economic “restart”.Video
In the News: Charles Kantor featured on Bloomberg US Markets
Charles Kantor, Senior Portfolio Manager, The Kantor Group recently appeared on Bloomberg US Markets to discuss the current volatility in the equity markets and why he believes companies with solid balance sheets and business models will likely prevail during this period of uncertainty. Charles also shared his thoughts on why he believes this is different than the Global Financial Crisis of 2008.Video
Market Volatility | Closing Bell Insights
(4:40) On this episode of Closing Bell Insights, Joseph V. Amato, President and Chief Investment Officer of Equities, shares his market update and insights after the closing bell, including potential implications for investors.Video
In the News: Charles Kantor featured on Barron’s Market Brief
Charles Kantor, Senior Portfolio Manager, The Kantor Group recently appeared on Barron’s Market Brief to discuss the current volatility in the equity markets and why he believes staying the course in your asset allocation can pay off in the long-term.Video
Dyal Capital Partners’ Michael Rees on Investing in Private Capital
Watch Neuberger Berman's Managing Director Michael Rees chat on "Bloomberg Markets: The Close."Video
ESG in Private Equity
(7:43) Maura Reilly Kennedy, Managing Director, NB Private Equity, and Jennifer Signori, Senior Vice President, ESG and Impact Investing, discuss how private equity managers have evolved when it comes to integrating ESG practices into their businesses.Video
Thematic Investing at Neuberger Berman
Why we believe Thematic Investing offers significant opportunities for growth.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”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.Video
Engaging Fixed Income Issuers on ESG Topics
Jonathan Bailey, Head of ESG Investing, sits down with members of our Developed Market Corporate Credit team to discuss why they believe that ESG factors have a meaningful impact on credit quality and therefore are an important component of their credit research process.Video
Thematic Investing at Neuberger Berman
Why we believe Thematic Investing offers significant opportunities for growth.Video
Multi-Sector Investing at Neuberger Berman
Our philosophy with respect to multi-sector investing is really simple, bring the best people in fixed income together in single portfolios.Video
Incorporating ESG into EMD Fundamentals
Gorky Urquieta, Co-Head of Emerging Markets Debt, speaks with Jonathan Bailey, Head of ESG Investing, on how our ESG framework provides insight into making key investment decisions.Video
ESG Engagement for Fixed Income Investors: Managing Risks, Enhancing Returns
Chris Kocinski, Director of Non-Investment Grade Credit Research, joined a panel of leading institutions at the PRI’s Responsible Investment in Fixed Income conference in San Francisco to share his perspective on how fixed income investors can effectively engage with issuers, as well as his outlook for the evolution of ESG integration in non-investment grade credit.Video
Applying ESG Principles to the Fixed Income Research Process
Steve Flaherty, Head of Research-Investment Grade Credit, and Chris Kocinski, Head of Non-Investment Grade Credit, sit with Jonathan Bailey, Head of ESG Investing, to discuss how all components of ESG are vital to the research and investment process.Video
The ESG Roadmap in Emerging Markets Equity
Conrad Saldanha, Senior Portfolio Manager, speaks with Jonathan Bailey, Head of ESG Investing, on incorporating ESG principles into the present and future companies in which we invest.Video
Using the ESG Impact Approach in Municipal Fixed Income
Jonathan Bailey, Head of ESG Investing, speaks with James Lyman, Director of Research—Municipal Fixed Income on how ESG is embedded into the investment research process.Video
Integrating ESG into U.S. Equity Portfolios
Jonathan Bailey, Head of ESG Investing, and Ingrid Dyott, Co-Portfolio Manager, Sustainable Equity, discuss the importance of integrating ESG principles as core business principles to the investment process.Video
An Introduction to Option Investing
Derek Devens and Rory Ewing introduce PutWrite Option investing and how it is being used in investors' portfolios.Video
