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Neuberger

Transitioning to net-zero investing

Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?

Asset Allocation Committee Outlook 2Q21

The arrival of coronavirus vaccines means the economy should eventually get out of its sickbed but, faced with risks on both the upside and the downside, the Asset Allocation Committee thinks investors should take things steady.

Asset Allocation Committee Outlook 1Q21

The arrival of coronavirus vaccines means the economy should eventually get out of its sickbed, but we think investors should take things steady as the recovery is likely to be uneven and bring its own risks.

Fixed Income Investment Outlook 1Q 2021

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.

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.

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Planning

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

Investment strategies

CGT reform and fund turnover: who really feels the impact?

The implications of CGT reform are far and wide. As the 50% discount gives way to inflation indexation, turnover and return profiles may become critical drivers of after-tax performance. Some strategies face a far greater hit.

Superannuation

Super was built for a very different Australia

Our retirement system was built around assumptions that no longer hold. Lower homeownership, longer lifespans and changing expectations are exposing cracks that policymakers and super funds need to address.

Retirement

Retirement in reality - 4 months in

Many people spend years planning financially for retirement but little time preparing for what comes next. Four months in, here are the surprising lessons I've learnt on finding purpose, social connection and healthy habits.

Investment strategies

After the Budget, Australia needs its own definition of quality

As tax reforms reshape investment incentives, investors should rethink what quality investing means in the uniquely concentrated Australian market, where traditional frameworks may not translate as effectively.

Datacenters are the new shale oil

Why are tech giants pouring billions into datacentres when the economics look questionable? The most dangerous words in investing may be: "everyone else is doing it". Today's AI boom has striking parallels with the shale bust.

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