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Neuberger Berman

2024 Top 500 ranking: 60

Robustness, Flexibility and Opportunism in Late-Cycle Investing

Robustness, Flexibility and Opportunism in Late-Cycle Investing

When the market starts to anticipate the next downturn, in our view it does not necessarily pay to beat the rush by adopting an underweight in risk assets. While the late stage of the cycle is a time of corporate balance-sheet deterioration, that buildup of leverage can propel a final ...

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