NB Blog
Thoughts from our investment professionals on the evolving state of global markets and the macro economy.
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Equity Market Outlook 2Q 2024
Extreme Distortions Everywhere: A Moment for Active Management
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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Fixed Income Investment Outlook 2Q 2024
A Winding, Downward Path
While inflation remains a stubborn issue, the softening economy suggests that developed-market monetary easing could start sometime this year.
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ASSET ALLOCATION COMMITTEE OUTLOOK 2Q 2024
Breadth and Balance
The economic outlook may have improved, but we believe large parts of the credit and equity markets are fully valued.
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Latest Insights
Podcast
April 2024
Making Dollars and Sense: The Critical Role of Financial Literacy
(30:00) With a distinct knowledge gap across the global consumer base, we delve into the why behind the lack of Financial Literacy and how our industry can support budding investors in navigating the markets.
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