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The $100 Trillion Inheritance 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.
Central Banks Struggle to Regain the Rates Narrative September 22, 2025 Major central banks’ unconvincing mix of policy cuts and pauses last week shows they are struggling to regain the global rates narrative. Amid the uncertainty, relative value opportunities are emerging.
In Choppy Waters, Gold Remains a Firm Anchor August 13, 2025 The fleeting threat of U.S. tariffs on gold bars took markets by surprise—and reaffirmed our enduring investment case for gold.
Railpen Awards Securitised Credit Mandate to Neuberger August 06, 2025 Railpen awards a major securitised credit mandate to Neuberger Berman, strengthening their partnership and expanding institutional exposure to innovative fixed income solutions.
Opportunity Amid Uncertainty July 16, 2025 Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
Cautious Optimism Amid Policy Uncertainty July 07, 2025 Despite ongoing policy uncertainty and tariff-related volatility, we are cautiously optimistic thanks to resilient economic fundamentals, broadening equity market performance, and the potential for pro-growth policy shifts later in the second half of 2025.
Will Smart Glasses Replace Smart Phones? June 02, 2025 AI-powered eyewear offers a glimpse into the (not-so-distant) future. Growth investors, take heed.
Making America’s Chip Fabs Great Again April 02, 2025 As national security threats mount, the U.S. aims to revive production of complex computer chips, creating potential opportunities all along the semi supply chain.
European Renaissance March 17, 2025 A broadening of equity market performance beyond U.S. mega-caps was one of our key themes for 2025—right now, Europe is where it is playing out most notably.
Jonathan Bailey Jonathan Bailey, Jonathan Bailey, CFA, Managing Director, is the Global Head of Stewardship and Sustainable Investing at Neuberger Berman. Jonathan joined the firm in 2017 and has overall responsibility for how financially material environmental, social and governance factors are considered in investment processes and engagement activities. He also oversees the firm’s approach to sustainable and impact investing across asset classes. He leads the firm’s Stewardship and Sustainable Investing Group and works with portfolio managers and analysts across the firm's equities, fixed income and private investment portfolios. The team enhance existing strategies and launch new sustainable and impact investing strategies. Jonathan chairs the firm's Stewardship and Sustainable Investing Committee, and is a member of both the firm's Governance and Proxy Voting Committee and its Partnership Committee. Jonathan spent the bulk of his prior career at McKinsey & Co where he was an Associate Partner working with asset owners and asset managers on investment strategy and sustainable investing topics. Jonathan has also worked for Generation Investment Management, the sustainable investment firm co-founded by former Vice President Al Gore, and as a governance advisor for former British Prime Minister Tony Blair. Jonathan holds an MBA (with high distinction) from Harvard Business School, an MPP from the Harvard Kennedy School of Government, and an MA (Oxon) from the University of Oxford. He has been awarded the Chartered Financial Analyst designation. Jonathan is a Board member of Instiglio, a developing market social impact bond advisory non-profit.
NVIDIA, DeepSeek and the Evolution of AI March 05, 2025 (28:03) How are market assumptions about AI shaping investor sentiment, and what do advancements like DeepSeek mean for the future of semiconductors and global innovation?
Forget the Magnificent 7: Meet China’s Terrific 10 March 03, 2025 China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.
Antitrust Angst February 24, 2025 Does the retention of the Biden-era M&A guidelines raise more doubts about the new U.S. administration’s pro-business agenda?
The Golden Age of Customized AI Chips February 05, 2025 As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
Seeking Perspective On DeepSeek January 27, 2025 A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
Are We Any Clearer About Trump 2.0? January 26, 2025 Were 26 executive orders enough to convey the new administration’s direction and resolve the uncertainties in our outlook?
A Choppy Start to a Year of Uncertainties January 20, 2025 The first two weeks of 2025 perfectly illustrate why we see a wide dispersion of potential outcomes for the year, and advocate staying nimble and diversified.
The Potential Power Of AI Agents January 08, 2025 Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
Navigating 2025: The Intersection of Sustainability and Pragmatism January 06, 2025 How political trends could shape policy decisions and regulatory frameworks this year
Investment Strategies
Trump 2.0 and the Semiconductor Supply Chain December 03, 2024 Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.
Neuberger Berman Expands Fixed Income Capabilities with Appointment of Paul Grainger November 20, 2024 London, November 20, 2024 — Neuberger Berman, a private, independent, employee-owned investment manager, has hired Paul Grainger as Managing Director and Senior Portfolio Manager, Fixed Income.
Networking the AI Data Center Autobahn November 04, 2024 As the AI revolution stokes demand for faster data transfer and reduced latency, a new ecosystem of innovators in various sub-sectors is taking shape.
Let the [Micro] Chips Fall Where They May August 21, 2024 (17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa
Neuberger Berman Appoints Simon Cheung to Spearhead Coverage of Single Family Office in Hong Kong and Southeast Asia August 12, 2024 Hong Kong, August 12, 2024 – Neuberger Berman, a private, independent, employee-owned investment management firm, is pleased to announce the appointment of Simon Cheung as Senior Vice President to spearhead its single family office efforts in Hong Kong and Southeast Asia. Simon reports to Greg Wu, Head of Institutional Client Group for Southeast Asia, Hong Kong, and Taiwan.
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?
Equity Market Outlook 3Q 2024 July 10, 2024 We remain constructive on stocks amid tentative signs of a broadening market.
What’s Up in the Air? April 23, 2024 (18:17) As the airline sector has returned from years of COVID travel lags, we explore what has happened amid its journey to recovery and discover what else has transpired in the process...
Why This Market Theme is Ripe for Active Investing March 27, 2024 Jonathan Bailey outlines his investment philosophy, shares insights from working with both governments and asset managers on sustainability, and explains why active investing is critical to achieving net-zero outcomes.
The Challenge of Active Engagement in a World of Passive Ownership March 26, 2024 Jonathan Bailey shares the areas of focus driving his team’s research agenda.
The Second Wave of the AI Investment Theme March 10, 2024 The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
Earnings Remain Key in a Confusing Macro Picture February 26, 2024 Macro uncertainty is high, but the earnings season has been solid—and not only in the U.S.
Neuberger Berman Appoints Matt Malloy as Head of EMEA; Dik Van Lomwel Assumes Role of Vice Chairman EMEA January 29, 2024 London, January 29, 2023 - Neuberger Berman, a private, independent, employee-owned investment manager, announced today that Matt Malloy has been appointed Head of EMEA following Dik van Lomwel’s decision to transition to Vice Chairman EMEA after having served as head of the region since 2009.
Investors Cannot Ignore the Debt-Sustainability Question December 11, 2023 Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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.
Staying Airborne October 09, 2023 Slowing growth could still be enough to avoid a hard landing; look to yield for total return.
From Hype to Reality: The Impact of Generative AI October 03, 2023 (26:14) With the boom of generative AI, we explore the sector to determine whether we truly are amid the next industrial revolution or if it is just beginning…
The Active Foundations of Sustainable Investing September 15, 2023 As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
Real Estate in a Time of Uncertainty August 22, 2023 (20:40) As concerns about bank failures and rising interest rates persist, how has the real estate market been impacted?
Railpen Awards £2bn Multi-asset Credit Mandate to Neuberger Berman August 02, 2023 London, August 2, 2023 - Railpen, one of the largest pension funds in the UK, has awarded a £2bn mandate to manage a liquid multi-asset credit strategy to Neuberger Berman, a private, independent, and employee-owned investment manager
The True Meaning of Sustainable Investing April 25, 2023 (19:50) How can investors approach sustainable investing in today's investment landscape?
Proxy Voting: Engagement Matters April 23, 2023 As we kick off our latest NB Votes campaign, we look at what detailed bottom-up knowledge brings to the process, and what can happen when it’s absent.
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.
ESG: Making Sense of the Mudslinging March 05, 2023 What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.
Non-Investment Grade Defaults: Up From the Lows, but Contained February 15, 2023 With defaults rising off of all-time lows, but likely remaining well below recession norms, we remain constructive on high yield and non-investment grade credit.
Policy Excesses and Market Discipline October 02, 2022 We are seeing bond investors standing up for themselves against policymakers, and while equity investors are experiencing pain from this struggle, the end result may be a more sustainable, fundamentals-based market.
Investing at a Crossroads: Three Themes for Today’s New Challenges September 26, 2022 As 40-year tailwinds turn to headwinds, we distill an era of sometimes bewildering change into three themes and a new investment playbook.
Navigating the Emerging Markets Default Wave September 26, 2022 Despite record defaults, stresses remain relatively low for the asset class overall.
The Climate Has Changed for Infrastructure September 11, 2022 Following a year of starkly revealed vulnerabilities in water, energy and supply-chain assets, some game-changing legislation suggests that governments are finally getting serious about infrastructure investment.
The Case for Unconstrained Multi-Asset Portfolios: Navigating the Challenges of Public-Private Investing 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.
The Uncertainty May Be Worse Than the Slowdown September 04, 2022 We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
Ukraine and the Path to Deglobalization July 31, 2022 This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
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.
Why LP-Led Secondaries Remain Relevant May 26, 2022 In a recent PERE interview, Scott Koenig, Managing Director & Head of Real Estate Secondaries, discusses why he believes the volume of traditional style LP-led transactions will continue to grow and why they still offer attractive characteristics that remain appealing for investors seeking to buy into the long-established benefits of the secondaries.
Electrification: Paving the Road to Emissions Reduction April 22, 2022 As investors focused on long-term sustainability, we have long focused on emissions, energy efficiency as well as long-term opportunities and threats in business models as it relates to their sustainability and competitiveness over the long run.
Why Passive ESG Fails to Deliver April 21, 2022 There’s no substitute for nuanced analysis and judgment in ESG investing.
Back to Basics: Commodities and Radical Uncertainty March 10, 2022 Why we think raw materials can help hedge against the known knowns, the known unknowns, the unknown knowns, and the unknown unknowns.
Senior Floating Rate Loans: A Low-Cost Hedge Against Inflation March 10, 2022 Where to find yield without duration when inflation is elevated.
Multi Sector Fixed Income Team Outlook February 22, 2022 (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.
The Weakest Links in the Global Supply Chain: Part III February 15, 2022 (17:30) In this final chapter of the supply chain series, we identify some of the key risks and opportunities across the technology sector as the global semiconductor shortages further impact the greater supply chain crisis.
Emerging Sovereigns and Sustainability February 15, 2022 Global sustainability cannot be achieved without sustainability in the world’s poorer countries—so how can we address the challenges of sustainable investing in emerging markets sovereigns?
The Weakest Links in the Global Supply Chain: Part II February 01, 2022 (19:53) As we continue our conversations around the current global supply chain crisis, we evaluate what companies with production overseas are doing about meeting consumer demands and more.
Neuberger Berman Earns Top Score in Human Rights Campaign Foundation 2022 Corporate Equality Index January 27, 2022 New York, NY, January 27, 2022 – Neuberger Berman, a private, independent, employee-owned investment manager, announced that it received a score of 100 on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index, a leading benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality.
The Weakest Links in the Global Supply Chain: Part I January 18, 2022 (15:38) With store shelves looking emptier and shipments getting delayed, we explore what is happening in the global supply chain and what companies are doing about it.
Engagement Spotlight: Seeking Improved Disclosure in Japan December 22, 2021 This week, Neuberger Berman has announced that the firm is seeking improved disclosure from Daibiru Corporation regarding its decision to support its parent company and controlling shareholder, Mitsui O.S.K. Lines’ tender offer.
The Future State of Real Estate Investing December 14, 2021 (17:33) Real estate, both in the public and private markets, can act as a diversifier during times of uncertainty. But what are the other factors to consider within this asset class?
Japan’s Coming Wave of Reform December 08, 2021 Regulatory changes in Japan could accelerate change on governance, capital efficiency and sustainability.
Durable, Sustainable, Adaptable: Identifying Potential “Transition Winners” August 04, 2021 In the modern economy, we believe the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.
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.
Inside TaxM™: Realizing Capital Gains vs. Managing Tracking Error July 26, 2021 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.
The Great Reset: Rethinking Sustainability July 06, 2021 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.
How Sustainable Are Your Proteins? April 30, 2021 Trends around health and wellness and a growing sense of climate change concerns have given rise to the growing acceptance of a flexitarian diet.
Transitioning to Net-Zero Investing April 23, 2021 Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?
Non-IG News: Leisure & Entertainment Sector Update March 04, 2021 (3:27) Non-IG Leisure and Entertainment Sectors Update
Interview: Investing for Returns Can Support Sustainable Development May 24, 2018 Can investing for market-rate returns contribute to the UN Sustainable Development Goals?

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