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Neuberger Berman

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.

Asset Allocation Committee Outlook 2Q20

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.

Fixed Income Investment Outlook 1Q20

With a stable economy likely to provide a positive environment for credit this year, shifts in monetary policy could contribute to more frequent volatility in fixed income markets, while political developments will be an ongoing risk.

Solving for 2020

The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020. These 10 themes are discussed in detail in this report.

Latest Updates

Investment strategies

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

9 ways to fix Australia's housing crisis

Decades of policy failure have induced a fall in housing affordability. Unless painful changes are made, an underclass will emerge in a society that is supposed to boast the one of the world's highest standards of living.

Shares

Australia: why the chase for even higher dividend yields?

Australia boasts one of the world's highest dividend yielding sharemarkets, providing substantial benefits to investors and retirees. Despite this, individuals often stretch for even more yield, to their detriment.

Shares

MIGA – Make Income Great Again

The Australian sharemarket seems to be rewarding a number of unprofitable companies on the promise of future riches. Yet profits and cashflows still matter, as a recent case study of Domino's Pizza shows.

Shares

Mapping future US market returns

Exceptional returns from the US sharemarket over the past decade have driven by sales growth, margin expansion, rising valuations, and dividends. Predicting future returns requires careful consideration of these factors.

Shares

Read this before you go all in on US equities

US equities rule global markets, but history is littered with examples of markets that seemed invincible — until they weren’t. Diversification will be key for investor portfolios going forwards.

Property

What impact would scrapping stamp duty have on housing?

Increasing house prices pose challenges for housing affordability. This investigates the impact of stamp duty on the property market, and how removing the tax could help address several key issues.

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