12 July 2025

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Home / Author: Neuberger Berman

Neuberger Berman

Fixed Income Investment Outlook 3Q 2022

Monetary tightening has delivered higher interest rates and widened credit spreads. Although there is risk to the upside, we believe that inflation will ease from peak levels but remain elevated above targets until well into next year.

Neuberger Berman
21 July 2022

Asset Allocation Committee Outlook 3Q 2022

Recession or not, we believe equity investors are going to feel like they’re in one as the valuation adjustment of the first half of 2022 is followed by downward revisions to earnings forecasts in the second half.

Neuberger Berman
14 July 2022

The inflation inflection: Adjusting to the new paradigm

Portfolios should be prepared for higher inflation and should contain not only assets that can mitigate against and take advantage of inflation, but also assets that can diversify against the uncertainty and volatility of the journey.

Neuberger Berman
24 March 2022

Asset Allocation Committee Outlook 1Q22

A fundamentally robust economy and a positive earnings and default outlook make the case for holding risky assets through 2022, in our view. But the likely transition to structurally higher inflation and higher interest rates, plus the risk of central bank policy errors, could be a recipe for elevated volatility.

Neuberger Berman
24 February 2022

Fixed Income Investment Outlook 1Q 2022

With inflation top-of-mind for investors, we believe the Federal Reserve’s reaction function will likely be a key driver of real yields, the dollar and risk markets this year. Although we anticipate that inflation levels will ease, the decline will likely be shorter-lived and shallower than some expect.

Neuberger Berman
17 February 2022

Equity Market Outlook 1Q 2022

Given such a long list of concerns—from high asset valuations to a pandemic—the S&P 500 Index returns of 31%, 18% and 29% through 2019, 2020 and 2021 is impressive. Something more fundamental than that long list of concerns has kept on driving the market higher.

Neuberger Berman
17 February 2022

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