Back to homepage

Posts From Neuberger Berman

Alternative Data: Workforce Recovery and the Great Resignation

Alternative Data: Workforce Recovery and the Great Resignation

🕔13:43, 4.Aug 2022

More displaced workers seem ready to come back into the labor force, but employers may need to watch their highly compensated “stayers.”  One of the key economic side effects of the COVID-19 pandemic and lockdowns was the wholesale departure of

Read Full Article
Integrating Climate Risk Into Strategic Asset Allocation

Integrating Climate Risk Into Strategic Asset Allocation

🕔14:24, 16.May 2022

Traditional environmental, social and governance (ESG) analysis has tended to focus on fundamental or “bottom-up” factors. However, we believe that the systemic nature of climate risks demands an expanded “top-down” approach that informs broad asset allocation decisions as well as

Read Full Article
Asset Allocation Committee Outlook 2Q22

Asset Allocation Committee Outlook 2Q22

🕔16:49, 20.Apr 2022

Against a background of structurally higher inflation and declining growth, exacerbated by Russia’s invasion of Ukraine, the Asset Allocation Committee’s (“AAC”) views have become more risk-averse. They have also realigned with what we see as a new investment regime, signs

Read Full Article
Solving for 2021

Solving for 2021

🕔14:36, 10.Dec 2020

CIO Roundtable – The World after Coronavirus As 2020 draws to a close, the leaders of our investment platforms gathered to talk about the evolution of the investment environment over the past 12 months and the key themes they anticipate

Read Full Article
Asset Allocation Committee Outlook 2Q20

Asset Allocation Committee Outlook 2Q20

🕔15:05, 15.May 2020

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. In this quarter’s Outlook,

Read Full Article
PE Investing at Turning Points in the Market Cycle

PE Investing at Turning Points in the Market Cycle

🕔14:47, 15.May 2020

Shifting assets from public to private equity in and around recent major downturns has been a rewarding strategy. The spread of the coronavirus has upended the economic cycle and the long public equity bull market. Acknowledging that the length and

Read Full Article
Asset Allocation Committee Outlook 2Q20

Asset Allocation Committee Outlook 2Q20

🕔08:04, 8.Apr 2020

As the COVID-19 virus spread around the world, sending markets into turmoil, our Asset Allocation Committee (“the AAC” or “the Committee”) met by video conference because governments were telling citizens not to leave their homes. These are extraordinary circumstances, and

Read Full Article
The Data Science Revolution

The Data Science Revolution

🕔16:22, 27.Mar 2020

How the new richness and accessibility of data, and advances in data science, are enhancing both quantitative and traditional fundamental investment research—and sparking a revolution in active management. Spreading from its origins in technology and retail, data science is now

Read Full Article
The Solvency Sharpe Ratio: Strategic Asset Allocation for Insurers

The Solvency Sharpe Ratio: Strategic Asset Allocation for Insurers

🕔17:06, 24.Feb 2020

White Paper To maintain book yield, many insurers are shrinking the risk-free asset allocations in their investment portfolios in favor of growing allocations to alternatives. Against this background, a well-designed strategic asset allocation (“SAA”) framework could help companies navigate risk

Read Full Article
Asset Class Outlook: Risks Rebalanced

Asset Class Outlook: Risks Rebalanced

🕔14:07, 16.Jan 2020

Based on 12-Month Outlook for Each Asset Class The balance of risks has changed. Some global trade-related risks have abated and manufacturing sentiment appears to be stabilizing. But political risks are rising, including in the U.S., and valuations are high.

Read Full Article
Beneath the Surface

Beneath the Surface

🕔18:49, 7.Oct 2019

This quarter’s Outlook is all about how surfaces can hide complexity and opportunity. Record highs and lows in stock indexes and government bond yields inform cautious high-level asset class views. We see opportunities, however, to take advantage of underlying market

Read Full Article
The Overlooked Persistence of Active Outperformance

The Overlooked Persistence of Active Outperformance

🕔15:03, 2.Jun 2019

With stock markets fueled by extraordinary central bank intervention in the wake of the Global Financial Crisis, passive equity strategies have seen great success in terms of performance, fund flows and press coverage. Often overlooked in the haste to declare

Read Full Article
The Overlooked Persistence of Active Outperformance

The Overlooked Persistence of Active Outperformance

🕔15:02, 30.Mar 2019

White Paper With stock markets fueled by extraordinary central bank intervention in the wake of the Global Financial Crisis, passive equity strategies have seen great success in terms of performance, fund flows and press coverage. Often overlooked in the haste

Read Full Article
Asset Allocation Committee Outlook 1Q19

Asset Allocation Committee Outlook 1Q19

🕔13:02, 8.Mar 2019

Fundamental Laws The proportion of asset classes that ended 2018 in the red was unprecedented, driven by two structural transitions: from quantitative easing to quantitative tightening, and from a globally synchronized to a multi-cycle growth dynamic. In 2019, we expect

Read Full Article
ESG for EMD: Toward Best Practice

ESG for EMD: Toward Best Practice

🕔17:03, 30.Jan 2019

Our Emerging Markets Debt team has been analyzing ESG indicators for sovereigns for eight years, and started working with Sustainalytics five years ago to build ESG coverage of its corporates universe. During that time, it has continually enhanced its ESG

Read Full Article
Asset Allocation Committee Outlook 4Q18

Asset Allocation Committee Outlook 4Q18

🕔13:02, 12.Jan 2019

A Critical Point in the Cycle Going into the fourth quarter, the Asset Allocation Committee (AAC, “the Committee”) reflects upon how unusual 2018 has been for financial markets. One of its most notable features has been some extreme divergences between

Read Full Article
Asset Allocation Committee Outlook 4Q18

Asset Allocation Committee Outlook 4Q18

🕔15:02, 30.Nov 2018

A Critical Point in the Cycle Going into the fourth quarter, the Asset Allocation Committee (AAC, “the Committee”) reflects upon how unusual 2018 has been for financial markets. One of its most notable features has been some extreme divergences between

Read Full Article
Solving for 2018

Solving for 2018

🕔13:03, 2.May 2018

With the end of 2017 near, the leaders of our investment platforms gathered to talk about the evolution of the investment environment over the past 12 months and what they expect for 2018. Joe Amato: The optimism of the “reflation

Read Full Article
Volatility Is Back, but the Cycle Grinds On

Volatility Is Back, but the Cycle Grinds On

🕔19:03, 1.May 2018

Asset Allocation Committee Outlook 2Q18 Volatility is back. In our last Asset Allocation Committee Outlook, we anticipated continued market momentum and a subsequent return to choppier markets after a long period of calm. We got the momentum in January, and

Read Full Article

SEARCH