News and Insights


Explore insights from Neuberger Berman thought leaders and senior investment professionals as they aim to provide guidance and useful knowledge in real time.

Insights
19/10/2022
Asset Allocation Committee Outlook: Tighter Conditions Begin to Squeeze the Economy
As the economy slows, an epic climb in short-dated rates and bond yields appears to have shocked investors into accepting the prospect of stickier inflation, but they still seem reluctant to price for substantially lower earnings.
Insights
07/10/2022
Fixed Income Investment Outlook: Policy Stays in the Crosshairs
Despite volatility, the basic storyline of inflation and the Federal Reserve should continue to drive market behavior.
Insights
12/07/2022
Asset Allocation Committee Outlook: Into the Inflationary Slowdown
As inflation persists and recession risks rise, our Asset Allocation Committee sees more yield potential in fixed income and favors commodities for ongoing inflation exposure, but remains cautious in equities.
Insights
07/07/2022
Fixed Income Investment Outlook: Building Value as Conditions Tighten
We anticipate resilient fundamentals, but also volatility tied to inflation and higher short rates.
Insights
12/04/2022
Asset Allocation Committee Outlook: Regime Change
While we do not anticipate a recession over the next 12 months, the prospect of slowing growth and stubborn inflation has led us to downgrade our view on equities, and prepare for a new regime in which real assets could generally perform better than financial assets such as stocks and bonds.
Insights
08/04/2022
Fixed Income Investment Outlook: Investing Through Inflation and Growth Uncertainty
Recession seems unlikely this year—opening up opportunities in credit.
Insights
12/01/2022
Asset Allocation Committee Outlook: Hike Rates and Carry On
A positive economic outlook makes the case for holding risky assets through 2022, in our view, but higher rates are likely to mean higher volatility: we therefore favor a focus on income or “carry” from risky assets, alongside strategies with the potential to withstand price volatility.
Insights
12/01/2022
Fixed Income Investment Outlook: Persistent Inflation, Policy-Driven Volatility
The evolution of inflation and central bank policy will likely drive higher market volatility in 2022.
Insights
11/11/2021
Solving for 2022: Entering a New Age
Our senior investment leaders look to the coming year in the global economy and markets.
Insights
11/10/2021
Asset Allocation Committee Outlook: Clearing the Hurdles
On a 12-month horizon, this looks to us like an attractive environment for risky assets, but the inflexion point in the current cycle is proving particularly volatile: adopting a more defensive view in the short term could help investors clear the immediate hurdles.
Insights
08/10/2021
Fixed Income Investment Outlook: China And Europe: Driving Fixed Income Volatility, With More To Come
Recent developments have global reach and could create more enduring market impacts.
Insights
09/07/2021
Asset Allocation Committee Outlook: From Hanging Ten to Choppy Waves
Does a change in the weather forecast at the Federal Reserve signal an end to the early stage of this recovery cycle?
Insights
30/06/2021
Fixed Income Investment Outlook: Course Correction or Policy Framework Change?
Faced with higher inflation numbers, the Federal Reserve has begun to create more meaningful parameters around its evolving stance on monetary policy.
Insights
13/04/2021
Asset Allocation Committee Outlook: The Temperature’s Rising
As Treasury yields climb and assets geared to the recovery race ahead, the Asset Allocation Committee asks, will the economy overheat, and should investors consider rebalancing?
Insights
07/04/2021
Fixed Income Investment Outlook: Real Yields, Inflation Breakevens and Risk Assets: The Changing Environment
Investors need to position themselves for a different and more complex environment.
Video
04/03/2021
Non-IG News: Leisure & Entertainment Sector Update
(3:27) Non-IG Leisure and Entertainment Sectors Update
Insights
13/01/2021
Asset Allocation Committee Outlook: A Tentative Recovery
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.
Insights
07/01/2021
Fixed Income Investment Outlook: Inflation Risk Reemerges
Even as central banks hold in place, recovery amid currently easy monetary policy could bring renewed pricing pressures.
Video
05/01/2021
Non-IG News: Earnings Trends in Non-IG Credit
(3:47) During the early stages of the pandemic, most market participants and company managements were very concerned about the impact from mandated shutdowns and shelter-in-place orders on company revenues and bottom line results.
Insights
17/11/2020
Solving for 2021: The World After Coronavirus
Our senior investment leaders look to the coming year in the global economy and markets.
Video
06/11/2020
Non-IG News: Record High Yield New Issuance in a Pandemic?
(4:47) Despite the COVID-19 pandemic and a significant contraction in global GDP, the High Yield Market has seen record levels of new issuance in recent months.
Insights
29/10/2020
Fixed Income Investment Outlook: Searching for Relative Value
Growth questions and potential inflation are among the issues fixed income investors face in seeking opportunity in the current environment.
Insights
11/10/2020
Comfort and Distress
The extreme bifurcation between winners and losers in the post-pandemic world could set up two very different potential value opportunities in high yield.
Insights
07/10/2020
Flexibility and Fundamentals
The new environment of zero rates and higher credit market volatility calls for a new approach to durable income investing—one that can go anywhere, but remains anchored in bottom-up conviction.
Insights
06/10/2020
Asset Class Outlook: Bracing for Winter, Looking Forward to Spring
Near-term volatility around the U.S. election and the path of coronavirus may present opportunities to position for an improvement in sentiment in 2021.
Insights
24/09/2020
Global Corporate Credit ESG Engagement Report
Environmental, social and governance (ESG) factors continue to impact the global credit markets. This year, our Credit Research and ESG Investing teams explored engagement issues, labor relations, health and safety, climate change and long-term business strategy.
Video
04/09/2020
Fixed Income Update – September 2020
(4:22) In this brief update, Ashok Bhatia, Deputy CIO—Fixed Income, provides an overview of the developments within Fixed Income markets and the outlook for what’s ahead.
Insights
14/07/2020
Q&A: The Pandemic and Politics
Assessing the 2020 race in light of COVID-19, economic weakness and civil unrest.
Video
26/03/2020
Global High Yield Market Update – March 2020
(4:14) In this video update from Senior Portfolio Manager Vivek Bommi, we review conditions across global non-investment grade bond markets and offer our outlook for the asset class.
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Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm provides a broad range of global investment solutions within equity, fixed income and alternatives. Learn more about the firm and the board of directors.
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