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20 November 2025

Home / Author: Neuberger Berman

Neuberger Berman

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.

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.

Asset Allocation Committee Outlook 4Q 2021

The immediate hurdles that we believe investors need to clear include supply disruptions and rising input costs, tighter fiscal and monetary conditions, and threats to growth in China. But which markets do we favor when core government bond yields remain so low?

Fixed Income Investment Outlook 4Q 2021

A potential default in China and shifting policy in Europe have been key developments in an environment of volatility and higher yields. Investors should focus on reorienting portfolios in light of the 'two-way' investment environment that will likely emerge in 2022.

Durable, sustainable, adaptable: Identifying potential “Transition Winners”

In the modern economy, the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.

Ten for 2021 - Midyear Update

Last November, the heads of four investment platforms identified the key themes they anticipated would guide investment decisions in 2021. With the year half over, we see how they’ve played out and check the outlook.

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Why it’s time to ditch the retirement journey

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How much does it really cost to raise a child?

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Passive ETF investors may be in for a rude shock

Passive ETFs have become wildly popular just as markets, especially the US, reach extreme valuations. For long-term investors, these ETFs make sense, though if you're investing in them to chase performance, look out below.

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Bank reporting season scorecard November 2025

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The real winners from the AI rush

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Economy

Why economic forecasts are rarely right (but we still need them)

Economic experts, including the RBA, get plenty of forecasts wrong, but that doesn't make such forecasts worthless. The key isn't to predict perfectly – it's to understand the range of possibilities and plan accordingly.

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13 reflections on wealth and philanthropy

Wealth keeps growing, yet few ask “how much is enough?” or what their kids truly need. After 23 years in philanthropy, I’ve seen how unexamined wealth can limit impact, and why Australia needs a stronger giving culture.

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