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Neuberger Berman

Solving for 2026: Five themes for navigating markets

Neuberger Berman's investment leaders break down the macro environment and its implications for equities, fixed income, and private markets in 2026, including policy crosscurrents, AI, and where to position now.

How banks and private markets are redefining credit

The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for dynamic allocation across the credit spectrum.

Fixed Income Investment Outlook 4Q 2025: Pivoting toward new opportunities

As global economic conditions shift, investors are finding new opportunities in fixed income markets. U.S. investment grade bonds offer less value compared to bonds in Europe and elsewhere; and while high-yield bonds merit consideration, caution is advised.

6 key themes driving bond markets

The Fed could soon be prompted to join other central banks in cutting interest rates. This would have ripple effects across global fixed income markets and provide an especially attractive backdrop for emerging market bonds.

Fixed Income Investment Outlook 2Q 2025

The Trump administration’s announced tariffs have introduced new turbulence to the markets as investors seek to assess the possible ramifications across economies and asset classes.

Asset Allocation Committee Outlook 2Q 2025

The US tariff and trade disruptions have already prompted strength-building and pro-growth policy action in Europe, leading NB's Asset Allocation Committee to upgrade its view on the European market while maintaining a balanced view on overall asset allocation.

Latest Updates

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Retirement

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Superannuation

Markets have always delivered for super fund members. What if they don’t?

What happens if market resilience in the face of ongoing geopolitical tensions ends? Potential decade-long market weakness shows the need for contingency planning.

Retirement

We tend to spend less in retirement …

Studies show that a drop in expenditure during retirement leads to a happier retirement. But when costs ramp up again later in life, it's a guaranteed income that makes spending more hurt less.

Shares

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Investors are too quick to dismiss this valuation technique. 

Property

The 25-year property trust default is being questioned

The 33% CGT discount rate being floated isn’t random. It sits at the structural break-even between trust and company for the multi-property cohort. That’s driving the conversation we’re hearing now.

Investment strategies

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival.

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