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Neuberger Berman

Solving for 2021: The world after the coronavirus

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.

A very bond-friendly crisis

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.

Asset Allocation Committee Outlook 2Q20

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.

Fixed Income Investment Outlook 1Q20

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.

Solving for 2020

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.

Asset Allocation Committee Outlook 4Q19

Neuberger Berman’s Asset Allocation Committee meets quarterly to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, refines its own market outlook.

Latest Updates

Economy

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Investment strategies

History says US market outperformance versus Australia will turn

Much has been made of how US markets, especially the NASDAQ, have significantly outperformed the ASX over the past two decades. History suggests the pendulum will swing back once again in Australia's favour.

Investment strategies

Announcing the X-Factor for 2025

What is the X-Factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2025? It's time to select the winner.

Economy

The illusion of progress

What is progress? Is it GDP growth? Increasing wealth? New and improving technology? This argues that our measure of progress has become warped, and we're heading backwards rather than forwards.

Strategy

Our favourite summer reads

Summer is a great time to catch up on a good book. Here is a list of books on leadership, investing, and well-being for those looking to learn, reflect, and gain inspiration over the holiday season.

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