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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.
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?
April 30, 2025
The global trade war is accelerating China’s localization efforts; spurring low-cost production in India; and driving incremental growth in Asia’s Golden Triangle.
April 16, 2025
We surveyed our deep network of private equity managers for insights on the impacts of President Trump’s tariff announcement.
April 14, 2025
The first weeks of the new U.S. administration have been hugely disruptive—can sentiment improve as focus shifts from trade to tax cuts and deregulation?
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.
February 11, 2025
Japanese Equities: Are the “Lost Decades” Finally in the Rear View?
February 10, 2025
Is there structural mispricing in Corporate Hybrids?
January 28, 2025
(23:42) CIO and Global Head of Fixed Income, Ashok Bhatia, discusses rates, inflation and policy with host Anu Rajakumar and how these forces could impact Fixed Income in 2025.
January 20, 2025
We think easing inflation and a pro-business policy environment will support above-trend growth in 2025, but the balance is delicate with risks piled up on both sides.
December 08, 2024
How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead.
November 14, 2024
(25:36) Join Anu Rajakumar and Brad Tank as they explore the anticipated differences, potential impacts, and policy directions of Trump 2.0.
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.
October 17, 2024
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
October 11, 2024
Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
September 08, 2024
Rising inflation may be behind us, but now a nervous market parses every data release for signs of recession.
August 21, 2024
(17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa
August 11, 2024
The most important trigger for the recent equity sell-off wasn’t the U.S. jobs data, or the Fed, or even mega-cap tech earnings, but the Bank of Japan.
July 16, 2024
Monetary changes and economic stresses are starting to drive diverging fundamentals across fixed income markets, reinforcing the value of security selection.
July 07, 2024
Right now, second-quarter earnings reports may be a better guide to the economic outlook than official statistics.
July 02, 2024
The first-quarter inflation bump is behind us, but the risks of a monetary policy error and electoral shocks have risen.
June 28, 2024
Issuers are facing an increasingly high bar in relation to environmental, social and governance standards. Our recent panel discussion provided ideas on setting goals and working toward achieving them.
June 05, 2024
(22:53) How are current consumers and companies alike navigating the current, seemingly uneasy, economic environment as it relates to credit markets?
May 21, 2024
(19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
May 05, 2024
How higher rates for longer could be positive for U.S. consumption.
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.
March 22, 2024
While an increasing volume of GP-led transactions is being brought to the market, there is an acute shortage of capital—providing an attractive and likely lasting opportunity for experienced investors.
March 10, 2024
The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
February 27, 2024
Passive investing in commodities is a bit of an oxymoron.
February 12, 2024
Corporate credit offers tight spreads and a broad consensus—might the complex crosscurrents of securitized products be more interesting?
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 06, 2024
Net Asset Value loans have captured popular interest across the Private Equity universe.
January 03, 2024
Central bank actions could take a backseat to growth trends in pricing bonds
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.
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 09, 2023
In our second installment of The Fine Print of Indexation, we tackle the challenge of building net-zero-aligned portfolios.
October 22, 2023
The Annual IMF Meetings in Marrakech raised an interesting question: Is the whole world a developing economy now—and can it pay for that development?
October 03, 2023
For all the exuberance over a potential soft landing, we believe a rising tide of data reveals an economy that is more likely tracing a scenic detour to recession.
July 19, 2023
There is no shortcut to assessing a portfolio’s net-zero alignment: data is incomplete, and we believe analysts’ insights are critical.
June 30, 2023
Expanding interest in ESG suggests that issuers are likely to be called upon for more disclosure, communication and progress in the coming years, making it crucial to effectively navigate these areas.
June 30, 2023
The climate transition continues to be a topic of strategic focus for asset owners and private equity managers alike, but major hurdles remain in order to implement and evidence the progress toward decarbonization.
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 16, 2023
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
April 17, 2023
Why we think recent banking-sector stress has made already attractive U.S. mortgage securities even more keenly valued.
April 02, 2023
Credit is the lifeblood of the economy, and the credit system just had a heart murmur.
March 07, 2023
(18:58) Could chatbots and artificial intelligence take over? Or simply change the way we work?
February 26, 2023
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
February 13, 2023
Despite their recent outperformance, we believe Japanese small caps have further room to run in 2023 and beyond. In this report, we highlight a few catalysts that could support earnings growth within this relatively under-researched asset class.
February 12, 2023
Has recent strong data changed the fundamental economic and market outlook, or just the timeline?
January 04, 2023
A key investment-grade sector retains its appeal, but selectivity may be important.
November 30, 2022
During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate change, community relations, and human capital management.
November 13, 2022
The exuberant response to last Thursday’s inflation data suggests markets are primed for the “pivot”—but could they be extrapolating too far?
November 08, 2022
(15:21) As liquidity remains a key area of focus for investors, particularly amid a volatile backdrop, what opportunities can be explored across more alternative investment categories?
November 06, 2022
Broken promises, fraught debates and a dire economic and geopolitical backdrop are precisely why we believe COP27 is so important.
November 03, 2022
What investors should keep in mind when decarbonizing their portfolios
October 20, 2022
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
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 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.
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 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.
June 28, 2022
Commodity prices are up substantially this year, but we believe structural supply and demand imbalances mean we are still in the early innings of this cycle.
June 22, 2022
Laying the groundwork for future iterations of climate-integrated SAA by exploring the additional factors an investor may consider evaluating for private markets application.
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.
May 31, 2022
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.
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.
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 11, 2022
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle.
December 28, 2021
(20:41) At COP26, the 2021 United Nations Climate Change Conference, many promises were made. Now investors are closely watching governments and companies to see how they take concrete action.
November 19, 2021
While there was no “Eureka!” moment, COP26 delivered some important symbolic gestures and substantial progress.
November 02, 2021
New York, November 2, 2021 – Neuberger Berman, a private, independent, employee-owned investment manager today announced that the firm joined the Net Zero Asset Managers Initiative, which has the goal of achieving net zero emissions in line with the Paris Agreement.
August 05, 2021
Early-cycle growth prospects should incentivize investment, but later-cycle valuations can give pause: Private debt and capital solutions could resolve the paradox.
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.
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.
July 20, 2021
(19:35) As a result of mass deurbanization during the pandemic, the residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply?
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?
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