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4Q 2024
Equity Market Outlook
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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Make Your Money
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NB Blog
Thoughts from our investment professionals on the evolving state of global markets and the macro economy.
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Fixed Income Investment Outlook 4Q 2024
Treading Carefully Downhill
Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
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ASSET ALLOCATION COMMITTEE OUTLOOK 3Q 2024
Policy and Politics
The first-quarter inflation bump is behind us, but we believe the risks of monetary policy errors and electoral surprises have risen.
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EQUITY MARKET OUTLOOK
MAKE YOUR MONEY MOVE
NB BLOG
FIXED INCOME OUTLOOK
ASSET ALLOCATION COMMITTEE OUTLOOK

Latest Insights

CIO Weekly Perspectives
October 2024

What Is the Opposite of Confirmation Bias?

Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.

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Asset Allocation Committee Outlook
July 2024

Policy and Politics

The first-quarter inflation bump is behind us, but we believe the risks of monetary policy errors and electoral surprises have risen.
FIXED INCOME INVESTMENT OUTLOOK
October 2024

Treading Carefully Downhill

Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
Focus Strategy
 

Next Generation Connectivity Connectivity

Now, more than ever, we live in a technologically connected world.With the growth in 5G technology we can expect much more.
NB BLOG
 

NB Blog

Thoughts from our investment professionals on the evolving state of global markets and the macro economy
Podcast
October 2024

Private Debt: The Appeal, The Fears & The Facts

(22:21) Whether you are a seasoned investor or new to the world of Private Debt, this episode offers valuable perspectives on navigating the dynamic asset class.

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Investment Ideas

Equities

Global and European Sustainable Equity Strategies

The pace of change within technology, society and the world in general is driving some powerful investment themes. Our recently launched Global and European Sustainable Equity Funds seek to identify quality businesses where sustainability reinforces competitive advantage.

EQUITIES

Thematic Equities

Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, creating a rapidly unfolding race with winners and losers.