Neuberger Berman Hong Kong Retail Website

1Q 2025

Equity Market Outlook

We believe a strong economy, rebounding industrial activity, improving liquidity and rising animal spirits should continue to support corporate earnings growth and a broadening of the U.S. equity market in the coming year.

Fixed Income Investment Outlook 1Q 2025

Navigating New Fiscal Forces

Monetary policy is giving way to fiscal dynamics in driving market behavior.

ASSET ALLOCATION COMMITTEE OUTLOOK 4Q 2024

Rates Relief or Slowdown Uncertainty?

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.

Solving for 2025

EQUITY MARKET OUTLOOK

FIXED INCOME OUTLOOK

ASSET ALLOCATION COMMITTEE OUTLOOK

Investment Ideas

Strategic Income Fund

Flexible fixed income fund designed for all markets. Seeks consistent income with an investment grade risk profile over the medium to long term

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Global Flexible Credit Income Fund

Diversified credit portfolio which seeks to deliver consistent high income with less volatility than the high yield market

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Next Generation Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity

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Latest Insights

CIO Weekly Perspectives

January 2025

Growth, Inflation and Equity Markets

We anticipate a supportive U.S. growth and inflation environment in 2025, but equity investors may not benefit from it by simply tracking the S&P 500 Index.

Asset Allocation Committee Outlook

October 2024

Rates Relief or Slowdown Uncertainty?

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.

FIXED INCOME INVESTMENT OUTLOOK