A Conversation with Ambassador Susan Rice
Riding Through the Crisis – The Future of Connected Fitness
Bracing for Winter, Looking Forward to Spring
On October 13, Erik Knutzen, CIO of Multi-Asset Class and Robert Surgent, Senior Portfolio Manager, Multi-Asset Class, discussed topics covering the Asset Allocation Committee’s recent views on navigating the current market environment, the upcoming U.S. election and what will likely drive global markets over the next 12 months and beyond along with key updates to our views and 12-month positioning.
ESG Integration in the COVID-19 Era
The COVID-19 crisis has strongly reiterated the importance of ESG matters: how companies treat their employees, manage their supply chains, plan for business continuity, secure their data and manage their governance have been critical and at the forefront for many investors. On Wednesday, September 30, Jonathan Bailey, Head of ESG Investing, moderated a panel featuring senior investors across public and private markets, covering:
- The impact ESG integration has had on recent performance across both public and private markets
- Recent trends and innovations within ESG and Impact Investing
- Implementation of ESG Integration and how it seeks to drive value creation
- Examples of Neuberger Berman engagement with certain portfolio companies and our new NB25+ Advance Disclosure proxy voting initiative
The Evolution of the Airline Industry in the Age of COVID-19
On Tuesday, September 22 we hosted our inaugural Research Sector Spotlight Series webinar, providing investors with an opportunity to hear directly from companies that are changing the world we live in.
Our first conversation featured a fireside chat between Ed Bastian, Chief Executive Officer of Delta Air Lines and Michael Barr, Senior Research Analyst, Neuberger Berman. Having led Delta through multiple periods of volatility, including out of bankruptcy post 9/11, Ed provided his unique perspective on the impact of the COVID-19 pandemic, the evolution of the airline industry, and expectations for the future of global travel.
The Pandemic and Politics: Assessing the 2020 Race in Light of COVID-19, Economic Weakness and Civil Unrest
Even before the coronavirus outbreak, 2020 was shaping up as a heated year for U.S. politics, with a sharply contested presidential race and deeply divided electorate. Now, the landscape is even more complex, given ongoing health concerns, economic weakness and unrest tied to social justice.
On July 14, Neuberger Berman’s Joseph V. Amato, President and Chief Investment Officer, Equities, spoke with political scientist Sam Potolicchio, PhD, President, Preparing Global Leaders Forum, about factors that could influence the 2020 election and the political landscape going forward.
Divergence and Bifurcation: Has the Investment Landscape Changed?
On May 20, Joe Amato, Erik Knutzen, Brad Tank and Terri Towers, discussed the increasing bifurcations within their preferred base case categories, which have begun to change the nature of the opportunity set even as they re-endorse the initial base case scenario and investment views. Additionally, Towers provided insight on development pathway for vaccines in the age of COVID-19.
Joe Amato、Erik Knutzen、Brad Tank、Tony Tutrone が、今後数ヵ月間の投資戦略について議論しました。経済の回復シナリオとそれを後押しする要因に関するマクロ的視点、危機収束後に投資機会をもたらすと考えられる投資テーマ、アセット・アロケーション委員会が直近発表した不確実性の高い投資環境への対応などについて述べています。
COVID-19 Update: How Data Science and Health Care Research Inform Our Views
COVID-19 Update with Terri Towers
1月14日（火曜日）、マルチアセット部門 最高投資責任者のErik L. Knutzen、エマージング債券 共同責任者のGorky Urquieta、エマージング株式シニア・ポートフォリオ・マネージャーのConrad Saldanhaが次の点について議論しました。
Two-Tier Growth Revisited
The fourth quarter began with two opposing themes in evidence. Two-tier growth, with the U.S. outpacing a weakened world, is back. At the same time, investors have been turning back to small caps and cyclical stocks after longstanding trends in favor of large, defensive stocks. These trends have led the Asset Allocation Committee (“AAC”) to adopt a cautious stance in its asset class and regional views, but also more confident views on economically sensitive exposures within its preferred markets, including small company stocks in the U.S.
As the markets exhibit two-tier performance and the global economy edges back toward two-tier growth, the AAC has adopted an appropriately two-tier view.
On Tuesday, October 15, Neuberger Berman Portfolio Managers Erik Knutzen, CIO of Multi-Asset Class, and Brett Reiner, Portfolio Manager, Small Cap Team, discussed:
- The Asset Allocation Committee’s latest views on navigating the current market environment
- The growth divergence between the U.S. and the rest of the world
- The recent rotation of positions in equity markets, indicating a new trend in favor of small caps, value stocks and cyclical sectors
- Key risks the AAC is monitoring over the next 12 months