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21 December 2024

Home / Sponsors / Neuberger Berman

Neuberger Berman

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. Neuberger Berman's investment philosophy is founded on active management, engaged ownership and fundamental research, including industry-leading research into material environmental, social and governance factors. Neuberger Berman is a PRI Leader, a designation awarded to fewer than 1% of investment firms. With offices in 26 countries, the firm's diverse team has over 2,799 professionals. For nine consecutive years, Neuberger Berman has been named first or second in Pensions & Investment's Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $439 billion in client assets as of September 30, 2023.

For more information, please visit our website at www.nb.com.

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The US market outlook is more nuanced than it seems

Investors are getting back to business after a tumultuous election year. Weighing up the fundamentals is complicated, however, by policy crosscurrents that splinter the outlook in several industries.

Welcome to Firstlinks Edition 573 with weekend update

Steve Eisman, best known for his ‘Big Short’ bet against US subprime mortgages before the 2008 financial crisis, is now long and betting on what he thinks are the two biggest stories of our time: AI and infrastructure.

  • 15 August 2024
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Why commodities deserve a place in portfolios

2024 looks set to be another year of reflation and geopolitical uncertainty — with the latter significantly raising the tail risk of a return to problematic inflation. That’s a supportive backdrop for commodities.

Challenges for the Magnificent Seven stocks

The Magnificent Seven stocks have driven indices to new highs, yet could face headwinds in the coming year. Challenges include their stretched valuations, inherent cyclicality, and high correlation to each other.

Backing strong companies over weak ones

It is important to be selective in this environment to ensure exposure to stronger over weaker companies. It is also an opportunistic time because an attractive entry price can help some of the weak to survive.

Opportunities but not a time to make major risk decisions

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns. US government bonds, Japanese stocks, and commodities offer value for investors.

Why high-flying markets are ignoring economic challenges

Stock markets are climbing the proverbial 'wall of worry' despite a long laundry list of economic and geopolitical challenges. How do we make sense of this apparent disconnect and what is the outlook going forward?

Firstlinks Interview Series - bonus eBook

A collection of interviews with financial markets experts on investing, superannuation, retirement and other topical issues, as published by Firstlinks over 2021 and 2022.

Why private equity can continue to outperform

Private equity has had a stellar decade as low rates drove investors to search for higher returns in less liquid assets. Can inflows into the asset class continue? Can PE's outperformance versus public markets continue?

How diversified bond portfolios yield 7%

The rapid rise in US Treasury yields and widening spreads on almost all other types of credit have pushed down bond prices, but it now means diversified bond funds can give investors returns not seen for many years.

Electrification: Paving the road to emissions reduction

Over the past decade, we have seen sales of EVs go from a trickle to a steady stream of rapid adoption. We are now on the cusp of rapid expansion and have momentum to move the transport sector towards a path to decarbonization.

The inflation inflection: Adjusting to the new paradigm

The Covid-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. Investors need to prepare for persistently higher inflation.

Sponsor White Papers

Small Caps: To Index or Not to Index

Small caps are the most passively managed among all equity size categories, yet we believe they offer a highly contoured and target-rich landscape for active stock selection.

Comparing evergreen and traditional fund returns in private equity

As the landscape of private equity investing continues to evolve, evergreen funds have emerged as an alternative to traditional funds utilising capital calls and distributions.

Private debt: Few facts behind the fears

Despite a rising tide of negative media coverage, we believe that private debt still has tremendous potential to deliver attractive risk-adjusted returns for investors.

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.

Private markets: from alternative to mainstream

This paper, by Erik Knutzen, explores the evolution of private markets over the past 30 years and looks at key trends and challenges for the decades to come.

Fixed Income Investment Outlook 3Q 2022

Monetary tightening has delivered higher interest rates and widened credit spreads. Although there is risk to the upside, we believe that inflation will ease from peak levels but remain elevated above targets until well into next year.

Asset Allocation Committee Outlook 3Q 2022

Recession or not, we believe equity investors are going to feel like they’re in one as the valuation adjustment of the first half of 2022 is followed by downward revisions to earnings forecasts in the second half.

The inflation inflection: Adjusting to the new paradigm

Portfolios should be prepared for higher inflation and should contain not only assets that can mitigate against and take advantage of inflation, but also assets that can diversify against the uncertainty and volatility of the journey.

Asset Allocation Committee Outlook 1Q22

A fundamentally robust economy and a positive earnings and default outlook make the case for holding risky assets through 2022, in our view. But the likely transition to structurally higher inflation and higher interest rates, plus the risk of central bank policy errors, could be a recipe for elevated volatility.

Fixed Income Investment Outlook 1Q 2022

With inflation top-of-mind for investors, we believe the Federal Reserve’s reaction function will likely be a key driver of real yields, the dollar and risk markets this year. Although we anticipate that inflation levels will ease, the decline will likely be shorter-lived and shallower than some expect.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

Avoiding wealth transfer pitfalls

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.

Taxpayers betrayed by Future Fund debacle

The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.

Australia’s shameful super gap

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

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