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Neuberger Berman

Private Credit Is gaining steam - Where do we go from here

This paper discusses the remarkable rise of private credit; the factors that, in our view, will shape its evolution; and its potential to continue delivering attractive risk-adjusted returns for selective investors.

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.

Latest Updates

Investment strategies

Investors are threading the eye of the needle

As investors cram into ever narrower areas of the market with increasingly high valuations, Martin Conlon from Schroders says that sensible investing has rarely been such an uncrowded trade.

Economy

New research shows diverging economic impacts of climate change

There is universal consensus that the Earth is experiencing climate change. Yet there is far more debate about how this will impact different economies across the globe. New research sheds more light on the winners and losers.

SMSF strategies

How super members can avoid missing out on tax deductions

Claiming a tax deduction for personal super contributions can end in disappointment if it isn't done correctly. Julie Steed looks at common pitfalls and what is required for a successful claim.

Investment strategies

AI is not an over-hyped fad – but a killer app might be years away

The AI investment trend looks set to continue for years but there is only room for a handful of long-term winners. Dr Kevin Hebner also warns regulators against strangling innovation in the sector before society reaps the benefits.

Retirement

Why certainty is so important in retirement

Retirement is a time of great excitement but it is also one of uncertainty. This is hardly surprising given the daunting move from receiving a steady outcome to relying on savings and investments.

Investment strategies

Have value investors been hindered by this quirk of accounting?

Investments in intangible assets are as crucial to many companies as investments in capital equipment. The different accounting treatment of these investments, however, weighs on reported earnings and could render ratios like P/E less useful for investors.

Economy

This vital yet "forgotten" indicator of inflation holds good news

Financial commentators seem to have forgotten the leading cause of inflation: growth in the supply of money. Warren Bird explains the link and explores where it suggests inflation is headed.

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