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29 January 2026
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With asset prices close to record highs, we believe many investors are underestimating the potential risk of inflation as economies recover. Here, we focus on inflation developments and how they could affect fixed income positioning in 2021.
Neuberger Berman's senior investment leaders look to the coming year in the global economy and markets and identify key themes they anticipate will guide investment decisions in 2021.
Neuberger Berman's fixed income team believe the COVID-19 crisis and the response from governments and central banks creates an unusually favorable macro environment for credit.
Attempts to flatten but lengthen the growth curve of COVID-19 infections through social distancing and self-isolation will hopefully save lives and keep healthcare systems running. The price to pay is a steep reduction in economic activity.
With a stable economy likely to provide a positive environment for credit this year, shifts in monetary policy could contribute to more frequent volatility in fixed income markets, while political developments will be an ongoing risk.
The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020. These 10 themes are discussed in detail in this report.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
Mark Carney has spoken of a rupture in the rules based system that has governed the world since 1945. That rupture means nations like Australia will need to boost defence spending and find savings elsewhere.
With ASX dividend yields now below government bond yields, investors face an upside-down market where income is scarce, growth is muted, and careful selection of bond-like stocks has never mattered more.
ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.
Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play.
Tariff turmoil tested Asia, but AI leadership, policy easing and reform momentum are restoring investor confidence and strengthening the region’s outlook for 2026.
New research explains why high valuations, low dividends and bullish sentiment rarely coexist with strong long-term returns after extended bull markets.