Content (830)

  • Corporate Hybrids- What Are They?

    White papers

    Corporate Hybrids: What Are They?

    2025-03-28T11:43:00Z

    A short introduction to a unique and fast-growing asset class.

  • “Wait and Worry” or “Wait and See”?

    White papers

    “Wait and Worry” or “Wait and See”?

    2025-03-28T11:26:00Z

    U.S. consumers aren’t happy, but U.S. executives don’t share their gloom.

  • German Infrastructure- Catalyst for European High Yield?

    White papers

    German Infrastructure: Catalyst for European High Yield?

    2025-03-28T11:12:00Z

    We believe the new German government’s infrastructure plans have the potential to materially benefit the European high yield market.

  • European Renaissance

    White papers

    European Renaissance

    2025-03-21T13:37:00Z

    A broadening of equity market performance beyond U.S. mega-caps was one of our key themes for 2025—right now, Europe is where it is playing out most notably.

  • Episode Graphic_1600x500_v3 (7)

    Podcast

    Could Value Stocks Make a Comeback?

    2025-03-21T13:23:00Z

    As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning towards value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where are the most compelling opportunities in today’s market?

  • Epochal Shift Sparks a Spike in German Bund Yields

    White papers

    Epochal Shift Sparks a Spike in German Bund Yields

    2025-03-21T12:12:00Z

    In early March, exceptional market movements were observed as German 10-year Bund yields marked the largest weekly increase since the 1990s. This rare event coincided with Germany’s significant fiscal shift, including proposals for infrastructure fund and reforms to the debt brake. These measures, alongside geopolitical uncertainties and Europe’s response to the manufacturing crisis, have reshaped economic prospects. For investors, the rise in yields and widening credit spreads present compelling opportunities to extend duration and capitalize on attractive market conditions.

  • Going Global in Investment Grade Credit

    White papers

    Going Global in Investment Grade Credit

    2025-03-13T17:28:00Z

    Investment grade credit yields are attractive even though spreads are tight, and a global approach can add another layer of opportunity.

  • 2025 Capital Market Assumptions

    Video

    2025 Capital Market Assumptions

    2025-03-13T17:15:00Z

    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.

  • Mr. Trump Goes to Washington

    White papers

    Mr. Trump Goes to Washington

    2025-03-13T16:57:00Z

    The new U.S. administration has promised many pro-growth policies, but can those ambitions survive the disruptive measures of its early months?

  • Rebalancing Act- Rethinking Growth Versus Value

    White papers

    Rebalancing Act: Rethinking Growth Versus Value

    2025-03-13T16:49:00Z

    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.

  • The M&A Resurgence- Finding Opportunities in Fixed Income

    White papers

    The M&A Resurgence: Finding Opportunities in Fixed Income

    2025-03-13T16:38:00Z

    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.

  • Forget the Magnificent 7- Meet China’s Terrific 10

    White papers

    Forget the Magnificent 7: Meet China’s Terrific 10

    2025-03-06T17:16:00Z

    China’s top tech firms are emerging as global contenders as President Xi Jinping aims to boost innovation and revitalize his country’s economy.