Content (824)
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White papersGoing Global in Investment Grade Credit
Investment grade credit yields are attractive even though spreads are tight, and a global approach can add another layer of opportunity.
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Video2025 Capital Market Assumptions
Neuberger Berman’s 2025 Capital Market Assumptions offers investors intermediate-term (5-10 year) forward-looking return and risk estimates for fixed income, equity, and alternative asset classes across multiple geographies.
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White papersMr. Trump Goes to Washington
The new U.S. administration has promised many pro-growth policies, but can those ambitions survive the disruptive measures of its early months?
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White papersRebalancing Act: Rethinking Growth Versus Value
Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Recent gyrations have revealed the potential risk in such positioning, and offered yet more evidence for why we believe it is time to rebalance portfolios by increasing exposure to value.
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White papersThe M&A Resurgence: Finding Opportunities in Fixed Income
After years of limited activity, companies are looking for a chance to accelerate M&A, but the new administration and its policies will likely set the tone for dealmaking.
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White papersForget the Magnificent 7: Meet China’s Terrific 10
China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.
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White papersLocal-Currency Frontier Bonds: EMD’s New Horizon
High yields, surprisingly low volatility and strong diversification benefits are attracting investor interest.
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White papersGermany’s Game-Changing Election
The country’s politics are getting a boost of uncharacteristic urgency from coming Chancellor Friedrich Merz, with even the constitutional “debt brake” up for grabs.
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PodcastNVIDIA, DeepSeek and the Evolution of AI
As the world navigates the rapid advancements in artificial intelligence, markets are adjusting to the implications of groundbreaking innovations on growth, competition, and investments. But how are market assumptions about AI shaping investor sentiment? What unique challenges and opportunities do these developments present for the semiconductor industry? And where can investors uncover growth opportunities beyond AI amidst this disruption?
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White papersAntitrust Angst
Does the retention of the Biden-era M&A guidelines raise more doubts about the new U.S. administration’s pro-business agenda?
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White papers2024 Proxy Season in Review
For the fifth consecutive year, Neuberger Berman continued our tradition of active engagement in an effort to enhance shareholder value and manage risk for our clients.
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White papersRatings Renaissance in Emerging Market Corporates
In a dynamic environment, we believe emerging market corporate credit ratings should show continued improvement.
