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1 December 2023

Home / Sponsors / Neuberger Berman

Neuberger Berman

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes.

For more information, please visit our website at www.nb.com.

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Backing strong companies over weak ones

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Opportunities but not a time to make major risk decisions

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns. US government bonds, Japanese stocks, and commodities offer value for investors.

Why high-flying markets are ignoring economic challenges

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Firstlinks Interview Series - bonus eBook

A collection of interviews with financial markets experts on investing, superannuation, retirement and other topical issues, as published by Firstlinks over 2021 and 2022.

Why private equity can continue to outperform

Private equity has had a stellar decade as low rates drove investors to search for higher returns in less liquid assets. Can inflows into the asset class continue? Can PE's outperformance versus public markets continue?

How diversified bond portfolios yield 7%

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Electrification: Paving the road to emissions reduction

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The inflation inflection: Adjusting to the new paradigm

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10 key investment themes for 2022

The end of the year is approaching fast, when investors consider rebalancing their portfolios. What are the big themes in a market facing the threat of inflation and rising rates for the first time in many years?

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Asset Allocation Committee Outlook 4Q 2023

Higher for Longer, Longer the Stronger. “Savings depletion and weakness among small-cap and regional bank stocks suggest that the U.S. economy may not be as strong as it seems.”

Fixed Income Investment Outlook 4Q 2023

Slowing growth could still be enough to avoid a hard landing, but in a higher-for-longer rate environment yields may provide the bulk of near-term total returns.

Ten for 2023 - Midyear Update

Last November, the heads of our four investment platforms identified the key themes they expected to be prominent in the markets during 2023. We revisited these concepts to see how they’ve played out so far and assess our outlook for the remainder of 2023.

Fixed Income Investment Outlook 2Q23

In 2023, investors will face a challenge finding a balance between lower interest rates and a deteriorating economy. Bank failures will lead to tighter lending conditions, and watch exposure to commercial real estate.

Fixed Income Investment Outlook 1Q23

Last year saw a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe peak inflation has passed, and anticipate a gradual reduction in pricing pressures over the year.

Private markets: from alternative to mainstream

This paper, by Erik Knutzen, explores the evolution of private markets over the past 30 years and looks at key trends and challenges for the decades to come.

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.

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.

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.

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.

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.

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