A Tentative Recovery
The arrival of coronavirus vaccines should eventually revive the economy, but the ongoing pandemic and political risks pose short-term threats, and even as it gains pace, the recovery is likely to be uneven and bring its own risks. On January 14, Erik Knutzen, CIO of Multi-Asset Class, Conrad Saldanha, Senior Portfolio Manager, Emerging Markets Equities and Gorky Urquieta, Co-Head of Emerging Markets Debt team, discussed some of the elements of the recovery in further detail.
The Race to End the Pandemic: How the Biopharmaceutical Industry is Rising to the Occasion
On Tuesday, December 8, 2020, we hosted our final Research Sector Spotlight Series webinar, where Terri Towers, PhD, Senior Healthcare Research Analyst at Neuberger Berman was joined by Leonard S. Schleifer, MD, PhD, Co-Founder, President and Chief Executive Officer of Regeneron Pharmaceuticals to discuss the biopharmaceutical industry’s progress on developing effective COVID-19 treatments. He also discussed Regeneron’s recent clinical trials of the antibody cocktail treatment and insights related to a vaccine that could potentially curb the global pandemic from manifesting further.
The World After the Coronavirus
Roundtable Reactions: 2020 U.S. Election Webinar
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.