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Multi-Asset Investing Comes to the Fore 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.
Cecilia Amyot Cecilia Amyot is a Vice President of Neuberger Berman. Prior to joining Neuberger Berman Private Equity in 2019, Cecilia worked for four years in the direct private equity group of CDPQ (Caisse de Dépôt et Placement du Québec), where she focused on due diligence and execution of direct equity investments in private companies, in connection with new buyouts and/or minority equity investments into existing sponsor-owned companies. Prior to CDPQ, Cecilia worked three years in the corporate development team at AECOM in both Hong Kong and Singapore, and prior to that she was a business analyst at the OECD, based in Paris, where she focused on macro-economic trends analysis. Cecilia has a Bachelor in Business Administration from McGill University – Desautels School of Business in Montreal, Canada.
Amy Norflus Amy Norflus, Senior Vice President, joined the firm in 2012. Amy is a Research Analyst for the Kantor Group. Prior to joining Neuberger Berman, Amy was a senior equity analyst supporting both Separately Managed Accounts (SMAs) as well as a long/short equity hedge fund at Pilot Advisors, LP, a registered investment advisor (RIA). From March 2000 to March 2002 Amy was an equity analyst for the value arm of Balis Lewittes and Coleman, Inc. with responsibilities for SMAs and a long/short equity hedge fund. Previously Amy was a member of the equity investment team at Glickenhaus & Co. from 1994 to 2000. Amy began her career at Stacey Braun Associates as an assistant portfolio manager. Amy earned her BBA from Baruch College.
Jeremy Deutsch Jeremy Deutsch is a Principal and Investment Professional at Neuberger Berman. Prior to joining Neuberger Berman Private Equity in 2019, Mr. Deutsch worked in Financial Sponsors Investment Banking at Barclays, where he advised Private Equity clients and their portfolio companies on M&A and financing transactions. Prior to Barclays, Mr. Deutsch worked as an Investment Associate at Neuberger Berman on the Multi-Asset Class team, where he focused on investment research and portfolio management across global asset classes. Mr. Deutsch began his career in business development at AQR Capital Management. He received an MBA from the Tuck School of Business at Dartmouth College and a BA in Economics and Environmental Studies from Amherst College.
Amy Liu Amy Liu is a Principal of Neuberger Berman. Ms. Liu is responsible for marketing, fundraising, and investor relations efforts for the Private Debt platform. Prior to joining Neuberger Berman in 2016, Ms. Liu worked on the underwriting team at Fifth Street Asset Management (now Oaktree Capital Group). Ms. Liu received a B.S. in Economics from the University of Pennsylvania’s Wharton School.
A World of Opportunity in the Space Economy August 05, 2025 (24:12) Hear from Dan Hanson and Evelyn Chow as they reveal how the booming space economy is opening new frontiers and investment opportunities.
The Consumer Hangs In June 02, 2025 Amid changing policy dynamics, fluctuating markets and swings in sentiment, the U.S. consumer has, so far, remained surprisingly resilient.
Trump/Powell: The Two Poles of Policymaking May 26, 2025 The Fed’s processes are designed to minimize the cost of capital while the president’s tactics seem to be raising it—who’s right and who’s wrong?
Trade War, or Will Cooler Heads Prevail? April 07, 2025 Negotiation or retaliation—the world’s response to the surprisingly aggressive U.S. tariff announcements will be critical.
Trump’s Tariffs: The Impact on Fixed Income April 04, 2025 New tariffs could hamper U.S. economic growth and change market dynamics for the long term.
It’s ‘Show Me’ Time March 30, 2025 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.
What Do Tariffs Mean for Private Equity? February 14, 2025 (14:34) Ralph Eissler discusses tariffs and Private Equity with host Anu Rajakumar
Japanese Equities in 2025: Goldilocks Would Approve February 11, 2025 Japanese Equities: Are the “Lost Decades” Finally in the Rear View?
Fixed Income: Be Prepared for Policy-Driven Volatility January 27, 2025 In the wake of electoral shifts, policy changes could add to market turbulence, creating new risks but also opportunities.
Private Equity and Rates, Part II: Do Rates Really Matter for Private Equity? January 23, 2025 As the Federal Reserve embarks on a new rate cut cycle, we explore the long-term relationship between interest rates and private equity performance.
Navigating New Fiscal Forces January 15, 2025 Monetary policy is giving way to fiscal dynamics in driving market behavior.
The U.S. Election, the Economy and the Markets October 20, 2024 Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
Elections, Equities and the Economy August 07, 2024 (19:30) Does it matter if elections are close?
Innovation, Conflict and a Mysterious Disappearance August 04, 2024 This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors.
Gen AI: The Next Wave July 31, 2024 As artificial intelligence tools gather steam, what’s the potential impact on businesses, investors and the planet?
A Soft Landing Is Still a Landing 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?
Asia Private Equity: Riding the ‘Three Locomotives’ July 18, 2024 Broadly diversified economies and a limited private equity presence appear to be enhancing regional opportunities for private capital.
U.S. Election: Near-Term Turbulence, Long-Term Questions July 17, 2024 A close election could see increased U.S. equity volatility followed by a relief rally, while resulting policy impacts could take time to play out and may be affected by fiscal constraints.
Private Equity and the Polls July 15, 2024 Have U.S. elections had any effect on private equity performance?
High-Vol Politics, Low-Vol Markets July 15, 2024 Are markets calm because of electoral unpredictability, rather than despite it?
To Understand the Macro, Study the Micro July 07, 2024 Right now, second-quarter earnings reports may be a better guide to the economic outlook than official statistics.
The Wonders of Japan’s Economy May 21, 2024 (19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
The Importance of Monitoring Credit Spreads In Positioning Equity Portfolios 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.
Added Value in ABS February 12, 2024 Corporate credit offers tight spreads and a broad consensus—might the complex crosscurrents of securitized products be more interesting?
Private Credit Is Gaining Steam—Where Do We Go From Here? February 05, 2024 A vast menu of private credit arrangements now finance nearly every aspect of the real economy.
Access for All February 02, 2024 “The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so”
Poll Positioning January 08, 2024 Voters representing around half of the world’s GDP go to the polls this year—what might that mean for the economy and investors?
Behind the Scenes of Solving for 2024 December 12, 2023 (23:18) Now that we’ve published our Solving for 2024 themes, we explore the behind the scenes thinking that led us to our assessment on the state of markets.
The Mortgage-Backed Moment 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.
Asset Allocation Committee Outlook 3Q 2023: Engine Running, Shifting to Neutral July 17, 2023 In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
Engine Running, Shifting to Neutral July 17, 2023 In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
Institutional Investor: America’s Top Asset Management Firms April 25, 2023 Institutional Investor published their list of America’s top asset management firms, according to the companies owned by them. We are proud to announce that we were ranked within their top 10 list. See the full publication and details below:
Asset Allocation Committee Outlook 2Q 2023: Paid to Be Patient April 18, 2023 It may be time to plan the journey back to risk, but not yet time to act—peak rates could still be disruptive, and they pay investors for proceeding carefully.
Paid to Be Patient April 18, 2023 It may be time to plan the journey back to risk, but not yet time to act—peak rates could still be disruptive, and they pay investors for proceeding carefully.
Are Agency Mortgages a Home Run? April 17, 2023 Why we think recent banking-sector stress has made already attractive U.S. mortgage securities even more keenly valued.
Insurance-Linked Strategies State of the Market 2023 April 13, 2023 (4:23) Peter Miller, Senior Vice President on the Insurance-Linked Strategies team, discusses the current dislocation in the Insurance-Linked Securities market and what this could mean for investors.
A New ‘Impossible Trilemma’? April 09, 2023 Can we lower government debt, sustain positive real rates and finance the transition to a low-carbon economy?
As Credit Goes, So Goes the Economy April 02, 2023 Credit is the lifeblood of the economy, and the credit system just had a heart murmur.
Neuberger Berman Private Markets: Q4 2022 Preliminary Valuation Summary & Analysis March 27, 2023 (9:14) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
The Chatbot Phenomenon March 07, 2023 (18:58) Could chatbots and artificial intelligence take over? Or simply change the way we work?
NASDAQ-100 Index Call Writing Overlays February 21, 2023 Monetizing Low-Cost Basis Stock Positions while Preserving Long-Term Stock Alpha
Politics, Deficits and the Debt Limit February 19, 2023 We firmly believe that Congress will ultimately raise the debt limit, but it’s worth remembering that political drama affects markets.
Merger Arbitrage Investing: When Deals Fall Through February 16, 2023 Why we believe a recent failed acquisition is a reminder to think twice about systematic approaches to merger arbitrage.
A Delayed Reckoning January 22, 2023 Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
Thinking Strategically About Commodities October 20, 2022 A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
Policy Stays in the Crosshairs October 07, 2022 Despite volatility, the basic storyline of inflation and the Federal Reserve should continue to drive market behavior.
Investing at a Crossroads September 27, 2022 (23:19) How could asset allocators change their approach with the goal of achieving compelling outcomes amid today’s investment landscape?
How the Space Economy Is Achieving Liftoff August 30, 2022 (17:04) As we take off further into the Space Age, we explore the growth potential and opportunity set within this quickly evolving sector.
SDGs: A Framework for Investing August 17, 2022 (28:35) How can investors utilize the UN’s Sustainable Development Goals as an informative framework to achieve better investment outcomes?
China: Suspended Animation 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.
Economic and Market Review: Key Considerations for Equity Investors July 18, 2022 We see increasing likelihood of a recession, but even if we avoid one, we think the coming months are going to feel like a recession as the decline in stock market valuations in the first half of the year are likely followed by a decline in corporate earnings in the second half.
The ECB’s Trilemma July 03, 2022 Are we seeing the start of another eurozone crisis, or can the ECB fashion an effective tool to manage volatile southern European bond spreads?
Mythbusting Crypto Investing May 31, 2022 (22:11) Digital currency has been considered the new frontier for many investors, so we bring in the experts to explore the ramifications of investing in one of the newer asset classes amid today’s investment backdrop.
Investing in Infrastructure 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.
Rising Rates and Risk Premia May 31, 2022 In a very challenging environment for long-only investors, long/short risk premia have delivered attractive returns—but not always in the way history would have led us to expect.
It’s Quitting Time: Exploring Labor Market Dynamics November 30, 2021 (18:18) Known as “The Great Resignation” or “The Big Quit”, this phenomenon has been turning heads—but how long might this trend last? And what effects might we see going forward?
El Salvador and Bitcoin October 14, 2021 Establishing the cryptocurrency as legal tender is a risky move, but also carries some potential benefits.
When Offices and Shops Re-Open, Is the 5G Story Over? August 27, 2021 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.
If 5G Is Here, Can 6G Be Far Behind? August 20, 2021 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.
Can 5G Help Build a More Sustainable Future? July 30, 2021 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.
Private Equity in Focus July 22, 2021 We believe private equity constitutes an appealing addition to traditional assets, with an array of options for access and diversification.
What Are the “Killer Applications” of 5G? July 21, 2021 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.
Could the Global Chip Shortage Affect the 5G Rollout? July 09, 2021 The semiconductor sector used to be cyclical, but with the advent of 5G and broader digitalization, demand growth has become increasingly structural.
Making the REIT Move In Real Estate June 15, 2021 (22:00) As we’ve begun to adjust to the “new normal” of a post-pandemic economy, what might investors want to keep their eyes on in REITs?
What Are 5G's Overlooked Opportunities? June 11, 2021 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.
The Bitcoin Experiment March 10, 2021 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.
Investment Strategies
Investment Grade Credit: Corporate Decision-Making in the Post-COVID-19 Economy November 10, 2020 Corporate fundamentals are recovering, but the path forward is divergent.
Ram Ramaswamy Joins Neuberger Berman Breton Hill Team as Head of Investment Solutions November 09, 2017

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