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CIO Weekly Perspectives | November 2024
Back to Business
After a year of tumultuous elections, investors can now refocus on company fundamentals—and the outlook is more nuanced than it might seem.
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Article | November 2024
Key Implications of Trump 2.0 for Private Equity
While the policies and implications of Trump 2.0 are difficult to predict, we remain optimistic about private equity’s ability to navigate change in a dynamic environment and potentially deliver attractive risk-adjusted returns.
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Disruptive Forces in Investing | November 2024
Disruptive Forces Election Special: Trump's Cabinet
(25:36) Join Anu Rajakumar and Brad Tank as they explore the anticipated differences, potential impacts, and policy directions of Trump 2.0.
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White Paper | November 2024
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.
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Article | November 2024
COP29: Temperature Overshoot, Policy Undershoot
As COP29 gets underway, we consider the meeting agenda against the background of both the climate itself and recent progress on climate policy and financing.
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CIO Weekly Perspectives | November 2024
Post-Election Vibes, New Year Realities
The rush into risk assets could last through the end of the year, but thereafter the outlook becomes more complicated.
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NB Blog | November 2024
Assessing Trump 2.0
What does the U.S. election mean for growth, inflation, Fed policy and interest rates?
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Article | November 2024
Value & Alpha in Private Equity
In this Livewire interview David Stonberg, highlights the advantages of the private equity investment landscape.
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Disruptive Forces in Investing | November 2024
Private Real Estate: From Uncertainty to Opportunity
(18:08) Learn more about opportunities and challenges in the Private Real Estate space
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NB Blog | November 2024
Small Caps Are Poised to Shine—Here’s Why
Relative valuations, macro drivers, market dynamics: In our view, many signs appear to signal a small cap renaissance in the near- to mid-term.
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CIO Weekly Perspectives | November 2024
An Investor's Election Survival Guide
Brace for this week’s uncertainties rather than trying to trade them, and stay focused on the better-known headwinds and tailwinds in the longer-term outlook.
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NB Blog | November 2024
Networking the AI Data Center Autobahn
As the AI revolution stokes demand for faster data transfer and reduced latency, a new ecosystem of innovators in various sub-sectors is taking shape.
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NB Blog | November 2024
Subdued Tone at the IMF
Uncertainties around trade make for a somber economic summit, even as multilaterals could soften the potential blows.
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NB Blog | October 2024
Real Assets: A Balancing Act
In an environment with more questions than answers, we think real assets investors can benefit from a well-diversified, active approach.
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White Paper | October 2024
Small Caps: The Next Cycle Is Upon Us
We believe higher-quality small caps look poised to outperform their large-cap peers over the near- to mid-term.
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CIO Weekly Perspectives | October 2024
Beware of Buying the Dip in Bonds
Government bonds have sold off rapidly; here’s why we don’t think it’s time to buy back in.
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White Paper | October 2024
Equity Market-Neutral Investing: More Than One Type of Catalyst
How going under the radar offers the potential of a sustained uncorrelated return profile in equity market neutral investing.
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CIO Weekly Perspectives | October 2024
The U.S. Election, the Economy and the Markets
Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
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Asset Allocation Committee Outlook​​ | October 2024
Rates Relief or Slowdown Uncertainty
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
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NB Blog | October 2024
Japan's New Prime Minister Should Provide Continuity
Despite initial market jitters, political veteran Shigeru Ishiba seems likely to carry the torch of Japan’s economic revitalization.
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CIO Weekly Perspectives | October 2024
What Is the Opposite of Confirmation Bias?
Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.
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Fixed Income Investment Outlook​ | October 2024
Treading Carefully Downhill
Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
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Article | October 2024
The 2024 Election: Navigating Potential Financial Sector Shifts
We believe the outcome of the US presidential election could alter fundamental dynamics across the financial sector: Banking regulation, crypto, private equity, insurance—all stand to be shaped by the winner in November. Here is a look at some key areas and, in our view, the potential implications for investors.
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Disruptive Forces in Investing | October 2024
Private Debt: The Appeal, The Fears & The Facts
(22:21) Whether you are a seasoned investor or new to the world of Private Debt, this episode offers valuable perspectives on navigating the dynamic asset class.
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CIO Weekly Perspectives | October 2024
Amplified Volatility Leads to Muted Bets
To get through the current environment, we think it is important not to chase the markets, but to let them come to you.
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Equity Market Outlook​ | October 2024
Equity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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Article | October 2024
Rates Relief or Slowdown Uncertainty?
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
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CIO Weekly Perspectives | October 2024
CLOs Go Mainstream
Rates are on their way down—so why are investors lining up for these floating-rate securities?
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Disruptive Forces in Investing | September 2024
Rates and REITs
(22:26) Is now the right time to return to REITs?
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White Paper | September 2024
Comparing Evergreen and Traditional Fund Returns
As the landscape of private equity investing continues to evolve, evergreen funds have emerged as a compelling alternative to traditional funds.
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CIO Weekly Perspectives | September 2024
The Fed “Recalibrates” to Buy Some Insurance
Rate-cutting cycles have tended to favor risk assets, so it was gratifying to see the central bank get started with a meaningful move.
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Article | September 2024
Returning to REITs
As inflation declines and interest rates are cut, the future may be brightening for one of the most beaten-down U.S. equity sectors.
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Article | September 2024
Technology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
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CIO Weekly Perspectives | September 2024
The Fifth Stage of Pocketbook Grief
Economic data has been resilient, but everyone seems unhappy—will the consumer cheer up in time to avoid triggering a recession?
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Disruptive Forces in Investing | September 2024
Amid the Volatility: What Are Investors’ Best Options?
(22:19) What are investors Options? Sitting down with Derek Devens, Senior Portfolio Manager of the Neuberger Berman Options Group to discuss this fearless sector.
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Article | September 2024
The U.S. Election and Energy: More Than Meets the Eye
The presidential candidates have well-known policy profiles on energy, but how could they translate in the real world?
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CIO Weekly Perspectives | September 2024
Balance Is Critical for the Obstacles Ahead
Rising inflation may be behind us, but now a nervous market parses every data release for signs of recession.
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Article | September 2024
Buyouts Keynote Interview: Private equity for all
In a keynote interview conducted by Buyouts, Peter von Lehe discusses how the democratization of private equity is about expanding access to the asset class by solving the structural and operational barriers to investing.
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CIO Weekly Perspectives | September 2024
Why Japan Bounced Back
A huge market shock and a prime Minister heading for the exit—does any of what happened in August affect the long-term investment story for Japan?
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Article | August 2024
Basel III Endgame and the “Reg Cap” Opportunity
Tighter bank capital regulation looks set to make U.S. banks adopt a risk-transfer practice that has long been common in Europe—and attractive to investors.
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Video | August 2024
Neuberger Berman Private Markets: Q2 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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CIO Weekly Perspectives | August 2024
Municipal Fixed Income: Shelter From the Storm?
Technical factors and market volatility are creating a value opportunity in the U.S. municipal market.
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Disruptive Forces in Investing | August 2024
Let the [Micro] Chips Fall Where They May
(17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa
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CIO Weekly Perspectives | August 2024
It’s Hard to Relax
It’s time for a well-deserved, late-summer breather, yet geopolitical tensions continue to mount.
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Article | August 2024
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.
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Article | August 2024
Tier One Interview: Susan Kasser
In conversation with Jay Judas, CEO of Tier One, Susan Kasser, Head of Private Debt, discusses the ins and outs of private debt, why PPLI and private debt pair well together, and more.
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CIO Weekly Perspectives | August 2024
Carried Away
The most important trigger for the recent equity sell-off wasn’t the U.S. jobs data, or the Fed, or even mega-cap tech earnings, but the Bank of Japan.
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Disruptive Forces in Investing | August 2024
Elections, Equities and the Economy
(19:30) Does it matter if elections are close?
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CIO Weekly Perspectives | August 2024
Innovation, Conflict and a Mysterious Disappearance
This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors.
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Article | August 2024
Corporate Hybrid Issuers Adopt a 30-Year Maturity Standard
A growing trend for issuing corporate hybrids with shorter contractual maturities is further reducing aspects of risk in the asset class.
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Article | July 2024
Gen AI: The Next Wave
As artificial intelligence tools gather steam, what’s the potential impact on businesses, investors and the planet?
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Article | July 2024
A New Era for Small Caps?
After a decade of lagging market results, stocks of small companies seem poised for a resurgence.
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Article | July 2024
U.S. Election: The Policy Choice
Putting rhetoric and personality (mostly) aside, we explore key policy differences—and similarities—between the political combatants.
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CIO Weekly Perspectives | July 2024
A Soft Landing Is Still a Landing
What do slowing growth, lower inflation, tight credit spreads and a steepening yield curve mean for our fixed income views for the rest of the year?
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CIO Weekly Perspectives | July 2024
A Change in Leadership?
As Biden withdraws, we are seeing an historic rotation into small-cap stocks and a growing opinion-polling lead for Donald Trump—are the two things related?
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Article | July 2024
Asia Private Equity: Riding the ‘Three Locomotives’
Broadly diversified economies and a limited private equity presence appear to be enhancing regional opportunities for private capital.
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Article | July 2024
Putting Put-Writing Into Perspective
When equities sputter, market volatility simmers and interest rates remain elevated, we believe underwriting market risk—by writing puts on the S&P 500 Index—can be a capital-efficient strategy for investors seeking to generate a diversified source of income in an uncertain economic environment.
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Article | July 2024
U.S. Election: Near-Term Turbulence, Long-Term Questions
A close election could see increased U.S. equity volatility followed by a relief rally, while resulting policy impacts could take time to play out and may be affected by fiscal constraints.
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Asset Allocation Committee Outlook​​ | July 2024
Policy and Politics
The first-quarter inflation bump is behind us, but we believe the risks of monetary policy errors and electoral surprises have risen.
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Fixed Income Investment Outlook​ | July 2024
Widening Differences, New Opportunities
Monetary changes and economic stresses are starting to drive diverging fundamentals across fixed income markets, reinforcing the value of security selection.
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Video | July 2024
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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CIO Weekly Perspectives | July 2024
High-Vol Politics, Low-Vol Markets
Are markets calm because of electoral unpredictability, rather than despite it?
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Equity Market Outlook​ | July 2024
Equity Market Outlook 3Q 2024
We remain constructive on stocks amid tentative signs of a broadening market.
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Disruptive Forces in Investing | July 2024
Disruptive Investments Within Disruptive Regulations
(18:22) Ian Haas discusses opportunities, risks, and new regulations in the banking sector.
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CIO Weekly Perspectives | July 2024
To Understand the Macro, Study the Micro
Right now, second-quarter earnings reports may be a better guide to the economic outlook than official statistics.
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Article | July 2024
Policy and Politics
The first-quarter inflation bump is behind us, but the risks of a monetary policy error and electoral shocks have risen.
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CIO Weekly Perspectives | June 2024
Higher for Longer: The CIOs’ Weigh In
While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.
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Article | June 2024
ESG Momentum in Non-Investment Grade Credit
Issuers are facing an increasingly high bar in relation to environmental, social and governance standards. Our recent panel discussion provided ideas on setting goals and working toward achieving them.
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White Paper | June 2024
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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CIO Weekly Perspectives | June 2024
Preparing for Rising Volatility
The second half of 2024 could see the current, localized election-related volatility go global.
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CIO Weekly Perspectives | June 2024
Un Pas à Droite?
Midway through a record-breaking year for elections, we have just been given another—and it is potentially among the most important.
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White Paper | June 2024
Specialty Finance: High-Yielding, Short-Duration and Uncorrelated Private Credit
The underlying assets, bespoke structuring and market dynamics of Specialty Finance can complement a traditional private debt strategy.
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CIO Weekly Perspectives | June 2024
The Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
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Article | June 2024
Are U.S. and European Bonds About to Break Ranks?
The two markets have marched in lockstep for several months, setting up the potential for attractive relative-value and dispersion trades.
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Article | June 2024
Buyouts Keynote Interview: Motivated Sellers Create Buyers’ Market
Liquidity challenges seem to be fueling secondaries dealflow…
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Article | June 2024
China Takes It Slow
The world may want higher growth, but Chinese policymakers are employing a balanced approach.
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Disruptive Forces in Investing | June 2024
Consumer Dynamics Amid the Credit Crunch
(22:53) How are current consumers and companies alike navigating the current, seemingly uneasy, economic environment as it relates to credit markets?
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CIO Weekly Perspectives | June 2024
It All Rests on Infrastructure
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
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Video | May 2024
Neuberger Berman Private Markets: Q1 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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CIO Weekly Perspectives | May 2024
Re-Rating Financials
A year after the mini-banking crisis, we see the normalizing interest rate and yield backdrop generating tailwinds behind the Financials sector.
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Disruptive Forces in Investing | May 2024
The Wonders of Japan’s Economy
(19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
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Article | May 2024
Deconstructing Opportunities in IG Credit
With narrow spreads and supportive fundamentals, watch for opportunities tied to value dislocations.
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CIO Weekly Perspectives | May 2024
The Structural Trends, Whoever Wins
Positioning for geopolitical shocks or election results is difficult, but we think the resulting structural trends are easier to identify and prepare for.
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White Paper | May 2024
The Equity Breakdown: Parsing the Key Debate in Five Sectors
Five of our senior equity analysts weigh in on the crucial conversation in each of their sectors.
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Article | May 2024
Why Almanac Prefers Real Estate Platforms
In this interview Wouter Klijn from i3 (Australian institutional publication) speaks with Matthew Kaplan and Justin J. Hakimian.
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CIO Weekly Perspectives | May 2024
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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Article | May 2024
Can India Keep Up the Pace?
Perspectives on the India success story and where it can go from here.
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White Paper | May 2024
Corporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
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White Paper | May 2024
De-Siloing Your Fixed Income Portfolio
The potential benefits of multi-asset over siloed fixed income management, and why we think asset allocation should be a bottom-up as much as a top-down process.
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CIO Weekly Perspectives | May 2024
The Coming Wave of Homebuyers
How higher rates for longer could be positive for U.S. consumption.
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Article | May 2024
PEI Secondaries Roundtable: Private Markets’ Most Undercapitalized Asset Class
In a roundtable conducted by PEI, Ben Perl and other market leaders discuss the growth potential and opportunity set within the secondaries space, while also commenting on the issue of limited liquid capital available.
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Article | May 2024
U.S. Election: Age, Cash and Conflict
A political observer gives Joe Biden the edge, but thinks plenty could happen before November.
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Disruptive Forces in Investing | 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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CIO Weekly Perspectives | April 2024
An Ocean of Difference
‘Copy and paste’ your U.S. inflation outlook onto Europe and you may miss the opportunity in core European bonds.
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White Paper | April 2024
The Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
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Disruptive Forces in Investing | April 2024
What’s Up in the Air?
(18:17) As the airline sector has returned from years of COVID travel lags, we explore what has happened amid its journey to recovery and discover what else has transpired in the process...
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CIO Weekly Perspectives | April 2024
Hot Commodities
We think the asset class stands to benefit from our base scenario, while having the potential to outperform and act as a hedge should tail risks be realized.
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Asset Allocation Committee Outlook​​ | April 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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CIO Weekly Perspectives | April 2024
Stay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?