Content (998)
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White papersWhy the Software Sell-off Doesn’t Tell the Whole Story
The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and credit investors and lenders?
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White papersThe Memory Crunch: Winners and Losers
Memory chip prices are expected to rise sharply through 2026, driven by AI data center demand crowding out supply of traditional memory used in PCs, smartphones, servers, vehicles, and consumer electronics. This creates margin compression, product delay, and inventory risks for downstream Investment grade issuers.
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White papersEM Local Currency Debt: A Revitalised Opportunity for European Investors
Emerging markets local currency debt is offering some of the most compelling income and diversification characteristics in global fixed income.
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White papersAsset Allocation: Does Middle East Conflict Change the Calculus?
The Middle East conflict and its uncertainties, together with a shaky job market, challenge risk assets and growth. Vigilant of the risks on all fronts, we remain constructive in our positioning.
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White papersHow Value‑Up Reforms Are Reshaping Asian Equity Opportunities
Asian jurisdictions are enhancing their corporate governance and equity market frameworks.
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White papersEquities: Navigate the AI and Tariff Disruption—Don’t Fight It
There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean into these forces and invest selectively than to be paralyzed by them.
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White papers2025 Proxy Season in Review
We continued our commitment to transparent engagement in an effort to enhance shareholder value and manage risk for our clients.
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White papersRisks to Oil from Iran: The Price of Uncertainty Flows Through Hormuz
A joint U.S.-Israeli strike on Iran’s leadership and energy infrastructure has put the world’s most critical oil chokepoint at risk — and the price consequences could be nonlinear.
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PodcastGeorge Walker Interviewed on Barron’s Podcast
Watch and listen as CEO and Chairman George Walker discusses Neuberger’s history, growth, current positioning, and his views on markets with host Andy Serwer on the At Barron’s podcast.
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PodcastThe Great Bond Divergence: Opportunities Across Curves, Countries, and Credit
Global bond markets are starting to diverge again. After years of moving in near lockstep, correlations are breaking down as political and fiscal paths split across regions. The balance for investors is pursuing income, diversification, and flexibility without making an all-or-nothing “sell the U.S.” call.
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White papersEquity Opportunities Through Sector Rotation. Where to Find Them
Since November 2025, global equities have rotated decisively from long‑favoured growth into value sectors, with materials and energy leading amidst a sharp technology sell-off. Underpinned by expectations for a cyclical growth upswing plus Fed easing, structural themes like onshoring, higher defence and infrastructure spending has further pushed investors to reallocate toward “real-world”, asset-heavy and value, business.
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White papersFixed Income: The Calm Before the Storm?
Fixed income markets have shown relative calm versus other risk assets since the start of the year. That is unlikely to last, creating challenges and opportunities.
