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
11/01/2024
Asset Allocation Committee Outlook: Flows and Fundamentals
"With cash rates priced to decline substantially, we think it is time to deploy liquidity, locking in bond yields and seeking out value in the equity market."
Insights
04/01/2024
Fixed Income Investment Outlook: As Inflation Fades, Focus on Growth
Central bank actions could take a backseat to growth trends in pricing bonds
Insights
11/10/2023
Asset Allocation Committee Outlook: 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.”
Insights
10/10/2023
Fixed Income Investment Outlook: Staying Airborne
Slowing growth could still be enough to avoid a hard landing; look to yield for total return.
Insights
17/07/2023
Asset Allocation Committee Outlook: Engine Running, Shifting to Neutral
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
Insights
28/06/2023
Fixed Income Investment Outlook: Last Mile for Tightening
With tightening nearing an end but policy rates likely to remain elevated, we currently favor shorter durations, quality and attention to underwriting.
Insights
18/04/2023
Asset Allocation Committee Outlook: Paid to Be Patient
It may be time to plan the journey back to risk, but not yet time to act—peak rates could still be disruptive, and they pay investors for proceeding carefully.
Insights
12/04/2023
Fixed Income Investment Outlook: A Sharp Turn
Risk/reward for many fixed income sectors has been shifting.
Insights
12/01/2023
Asset Allocation Committee Outlook: From Policy Risk to Recession Risk
Markets have rallied, but the Asset Allocation Committee expects volatility to persist amidst slowing growth and uncertain paths for inflation and central bank policy.
Insights
11/01/2023
Fixed Income Investment Outlook: Reducing Altitude
As inflation recedes, focus on quality and security selection.
Insights
12/12/2022
Solving for 2023
Our senior investment leaders discuss their market and investment themes for the coming year.
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
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.
Video
04/03/2021
Non-IG News: Leisure & Entertainment Sector Update
(3:27) Non-IG Leisure and Entertainment Sectors Update
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.
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
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
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.
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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