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Venturing Out

July 22, 2020 | Asset Allocation Committee Outlook 3Q2020
As nations around the world continue to cautiously reopen their economies, our Asset Allocation Committee has taken a similar approach with regard to investing – venturing out with caution. On July 22, Joe Amato, Erik Knutzen, Brad Tank and Tony Tutrone discussed these dynamics in more detail, as well as their short-term and long-term views of the bear, base and bull case scenarios for the COVID-19 crisis initially outlined in the 2Q2020 Outlook and Investment Playbook.

The Pandemic and Politics: Assessing the 2020 Race in Light of COVID-19, Economic Weakness and Civil Unrest

July 14, 2020 | Webinar Replay

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?

May 20, 2020 | Webinar Replay

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.

投資戦略: 回復シナリオと投資機会

April 15, 2020 | ウェビナー

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

April 06, 2020 | Webinar Replay

On April 6, Chief Data Scientist, Michael Recce, PhD, and Senior Health Care Analyst Terri Towers, PhD, came together to provide insights from their respective fields on the base case for the virus’ path and what will impact its trajectory. Director of Global Equity Research, Timothy Creedon, moderated.

Continuing the Discussion: Navigating Turbulent Markets

March 25, 2020 | Webinar Replay

On March 25, Neuberger Berman Chief Investment Officers, Joe Amato, Erik Knutzen and Brad Tank were joined by Senior Health Care Analyst Terri Towers, PhD, and Director of Research, Asia, YT Boon. As the third of our ongoing discussions, they shared their views on the current state of the markets and its latest implications.

To access the slides from this webinar, please click here.

COVID-19 Update with Terri Towers

March 18, 2020 | Webinar Replay
In an effort to bring you timely insights during this period of uncertainty, we are pleased to share with you an update from Terri Towers. In this update, Terri shares recent developments on the global COVID-19 (“Coronavirus”) pandemic, as well as the status of drug trials and vaccines currently underway.

新型コロナウイルス、FRB、原油相場: 混乱した市場を乗り切るために

March 11, 2020 | ウェビナー

3月11日、ニューバーガー・バーマンの最高投資責任者であるJoe Amato、Erik Knutzen、Brad Tankが、ヘルスケア・セクターのシニア・アナリストのTerri Towers、エネルギー・セクターのシニア・アナリストのJeff Wyllとともに、急激に変化する投資環境における市場の見通しについて議論しました。新型コロナウイルス、最近のFRBの緊急利下げ、サウジアラビアとロシアの石油価格を巡る攻防の影響について議論しました。

新型コロナウイルスの感染拡大と今後の見通し

February 26, 2020 | ウェビナー

2月26日、ニューバーガー・バーマンの最高投資責任者であるJoe Amato、Brad Tank、Erik Knutzenが、ヘルスケア・セクターのリサーチ責任者であるTerri Towersとともに、新型コロナウイルスへの脅威の高まりが市場全体のボラティリティを生み出している点に加え、足元の感染拡大の状況、グローバル市場への影響、資産クラス全体におけるポジショニングの見通しについて議論しました。

リスク・リバランス

January 14, 2020 | アセット・アロケーション委員会の見通し 2020年第1四半期

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。

  • 足元の市場環境とアセット・アロケーション委員会の最新の見通し
  • 新興国と先進国のGDP成長率の差が再び拡大する可能性
  • 株式市場におけるディフェンシブ株およびグロース株から景気循環株およびバリュー株へのトレンド反転が、特に米国外で進む可能性
  • 同委員会が注目している今後1年間の主要なリスク

Two-Tier Growth Revisited

October 15, 2019 | Asset Allocation Committee Outlook 4Q2019

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

View our Asset Allocation Committee Outlook >

市場のボラティリティ:最高投資責任者(CIO)の視点

August 20, 2019 | ウェビナー

8月20日火曜日、ニューバーガー・バーマンの最高投資責任者が集まり、足元の金利動向がもたらす影響、それに関連して広範にみられる市場のボラティリティ、また下記のトピックについて議論しました。

  • 経済成長と企業収益の見通し
  • 貿易摩擦とそれに伴う地政学的リスクの潜在的影響と今後の行方
  • アセット・アロケーションにおける最新の見解