September 30, 2025

(25:48) Stephanie Luedke explores how shifting generational priorities amid the transfer of $124 trillion of familial wealth are reshaping how families and professional investors approach wealth management today.

September 29, 2025

The economy and risk assets seem to be telling a conflicting story. In this environment, we believe there’s no better time to be taking a multi-asset approach to investing.

August 13, 2025

Private infrastructure stands out in an uncertain world.

August 06, 2025

We believe the interplay among the prices of precious metals has important implications for constructing resilient, full-cycle commodity portfolios.

July 10, 2025

At the end of 2024, our CIOs sat down to discuss the five key themes they expected to impact markets. At mid-year, we assess how those have played out so far.

May 30, 2025

In recent weeks we’ve witnessed extreme correlations among asset classes. Are they heralding a structural shift that requires meaningful asset allocation adjustments, or should long-term investors stay the course within their portfolios?

April 15, 2025

(20:32) Explore how true diversifiers and dynamic strategies can help investors mitigate market volatility and build resilient portfolios in uncertain times

March 20, 2025

A short introduction to a unique and fast-growing asset class.

March 11, 2025

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.

February 14, 2025

(14:34) Ralph Eissler discusses tariffs and Private Equity with host Anu Rajakumar

February 11, 2025

With a liquidity drought fading, investors can return to the more normal task of building private market portfolios designed to pursue unique investment goals.

February 04, 2025

We believe investments in private equity may be less affected by a tougher U.S. tariff regime than the overall economy.

December 03, 2024

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.

August 21, 2024

(17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa

July 31, 2024

As artificial intelligence tools gather steam, what’s the potential impact on businesses, investors and the planet?

The search for yield is over. The risk-management challenge has just begun.

July 28, 2024

What do slowing growth, lower inflation, tight credit spreads and a steepening yield curve mean for our fixed income views for the rest of the year?

June 30, 2024

While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.

May 05, 2024

How higher rates for longer could be positive for U.S. consumption.

March 24, 2024

Investors are now focused on growth more than inflation—what might that mean for portfolios?

March 10, 2024

The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.

March 04, 2024

In an environment of tight spreads and low volatility, we believe the reemergence of mergers and acquisitions can be a source of idiosyncratic alpha in credit markets.

February 12, 2024

On February 2, 2024, the yield spread between the Baa corporate bond and the 10-year Treasury bond sat at 147 bps—the narrowest level since 2000.

February 12, 2024

Corporate credit offers tight spreads and a broad consensus—might the complex crosscurrents of securitized products be more interesting?

December 04, 2023

Breaking down the boundaries between liquid and illiquid assets could broaden our outlook and better align portfolios to our objectives and time horizon.

November 28, 2023

(24:54) Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction?

November 20, 2023

Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.

November 15, 2023

Private equity managers have several levers they can pull to create value, but which are the most effective today, and what does that mean for investors?

November 09, 2023

In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.

June 30, 2023

While the rally in mega-cap growth stocks has helped delay the next downturn, we reaffirm our emphasis on low-beta portfolios, higher earnings quality and defensive sectors.

June 30, 2023

While the rally in mega-cap growth stocks has helped delay the next downturn, we reaffirm our emphasis on low-beta portfolios, higher earnings quality and defensive sectors.

June 25, 2023

In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.

June 16, 2023

Private Placement Debt can offer fixed income investments enhanced diversification, risk-adjusted yield and downside mitigation. We anticipate growing recognition of the role it can play in a wide range of investor portfolios.

June 06, 2023

(19:40) Given the market crises that have challenged real estate markets, is there a silver lining to be found in commercial real estate?

May 12, 2023

An ever-expanding menu of private credit strategies can offer insurers the potential for attractive risk-adjusted returns.

April 17, 2023

Why we think recent banking-sector stress has made already attractive U.S. mortgage securities even more keenly valued.

March 31, 2023

As private-credit markets continue to expand in size, choice and sophistication, we believe they should play an important role in well-diversified investment portfolios.

March 07, 2023

(18:58) Could chatbots and artificial intelligence take over? Or simply change the way we work?

February 21, 2023

Monetizing Low-Cost Basis Stock Positions while Preserving Long-Term Stock Alpha

February 14, 2023

(11:40) We explore how investors can use an “in it for the long haul” mindset.

January 24, 2023

(23:37) As we continue to provide insight into diversifiers across all asset classes, we explore how Private Equity Secondaries have evolved since 2020, and what could be ahead for the asset class.

January 10, 2023

(30:31) Now that a new year is upon us, we explore the tactics of seeking to craft attractive portfolios as we continue to see a path of volatility in 2023.

November 29, 2022

If you are one of the many investors looking positively at high yield bonds, you might want to consider emerging markets debt, too.

November 03, 2022

What investors should keep in mind when decarbonizing their portfolios

September 27, 2022

(23:19) How could asset allocators change their approach with the goal of achieving compelling outcomes amid today’s investment landscape?

September 23, 2022

We recognize that much of the world still runs on fossil fuel. However, we firmly believe investors can construct portfolios that substantially reduce their carbon footprints while retaining exposure to all sectors—including energy.

September 18, 2022

Inflation still appears to be the biggest source of potential volatility in the market, and we think that’s because it will remain the dominant economic story for the foreseeable future.

September 08, 2022

As investors navigate the challenges of integrating public and private markets we believe a single, unconstrained multi-asset portfolio can deliver a more efficient and opportunistic solution.

August 14, 2022

The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.

July 21, 2022

Real estate could serve as a foundation for portfolios in an environment of high inflation, rising interest rates and slowing growth, and investing at the real estate company level can offer valuable advantages during a time of market uncertainty.

May 31, 2022

The world faces a $15 trillion infrastructure financing gap by 2040, and cash-strapped governments are increasingly calling on private capital to achieve their digitalization, decarbonization, supply-chain enhancement and social-infrastructure goals.

April 19, 2022

From defining and setting interim targets from day one, to the critical role of bondholder engagement, we reflect on the process of putting together a major net-zero credit portfolio.

April 13, 2022

As private credit markets have expanded, matured and democratized, eligible investors can now, in a cost-effective and operationally efficient manner, combine liquid and less-liquid credit assets in one portfolio. This allows investors to increase yield profile and potentially reduce volatility and correlation.

March 15, 2022

What does the current inflationary environment mean for multi-sector fixed income portfolios?

March 14, 2022

(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.

February 28, 2022

As allocations to private markets grow, so do the cashflow, liquidity and “j-curve” challenges of capital calls and distributions. How might investors set aside assets to fund commitments without disrupting other parts of their portfolios, and without sacrificing too much return potential?

February 22, 2022

We believe 2021 marked an inflection point to a new era of structurally higher inflation—here we offer some ideas about how to position portfolios for the risks, the opportunities and the heightened uncertainty that implies.

October 20, 2021

(15:30) With regulatory frameworks changing for ESG investing, what might investors want to keep in mind as they develop sustainable portfolios?

September 21, 2021

(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?

May 28, 2021

Strategies designed to deliver risk premia over time need help to survive potential potholes and hairpin corners along the way.

April 06, 2021

(20:45) Climate change and achieving net-zero carbon emissions are at the forefront of global policy issues today, but how can investors make an impact when it comes to their portfolios?

November 03, 2020

(14:55) As Brexit has gone into effect this year shortly before the COVID-19 crisis hit the globe, what do we think investors could now be considering in a post-Brexit economy?

October 27, 2020

Individual research analysts and portfolio managers are responsible for implementing ESG integration in their portfolios and investment research.

Jonathan D. Shofet is the Global Head of the Firm’s Private Investment Portfolios and Co-Investments (“PIPCO”) group and is a Managing Director of Neuberger Berman. He is a member of the PIPCO and Credit Opportunities Investment Committees. Prior to joining Neuberger Berman in 2005, Mr. Shofet was a member of the Lehman Brothers Private Equity division, focusing on equity investments primarily in the technology, communications and media sectors. Prior to that, Mr. Shofet was a member of the Lehman Brothers Investment Banking division, where he focused on public and private financings, as well as strategic advisory in the real estate, technology and utility sectors. Mr. Shofet has been, or currently sits, on the Limited Partner Advisory Boards of a number of funds including those managed by Amulet Capital, Beacon Capital, Castlelake, Cerberus, Clearlake Capital, Comvest Partners, DFW Capital, Oak Hill Capital, Platinum Equity, Thomas H. Lee Partners and Vector Capital. He has also been a Board Observer for several private companies. Mr. Shofet holds a B.A. from Binghamton University, where he graduated summa cum laude, Phi Beta Kappa.

August 18, 2020

Tax Loss Harvesting, even in its simplest form, can be a powerful tool to enhance long-term net portfolio returns.

February 03, 2020

December 21, 2018

Volatility and correlations are rising. Here are three liquid, high-value proposition quant-investing ideas to fortify portfolios.

October 25, 2018

Disciplined active management will be key to successfully navigating the more challenging market environment ahead.

July 18, 2018

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.

December 06, 2017

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.

January 11, 2016

September 30, 2013