All Large cap articles
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White papers
The Second Wave of the AI Investment Theme
The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
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White papers
A sort-of Super Tuesday
This week played host to ‘Super Tuesday’, a key date in the US presidential election calendar where key states hold their primary elections. This year’s results yielded few surprises and set up the 2024 US Presidential election to be a rematch of 2020.
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White papers
Healthcare investing - 2024 outlook brighter on compelling valuations and easing headwinds
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin since 1999. We believe the outlook for 2024 is much more favourable as the sector’s valuation is highly compelling, while many of the headwinds are abating.
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Is Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
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Long the Strong
The prolonged adjustment to higher rates is just beginning, and we think it will likely be more painful for some than others.
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White papers
SDG Engagement Equity Report, H1 2023
In this report, we outline our engagement activity for the first six months of 2023. During the period, we once again put emphasis on the role companies can play in supporting their employees.
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How expensive is the US equity market?
Regardless of whether investors currently have a bearish or bullish view on equities, the big question concerns valuations. Our latest edition of Simply put considers whether US equities are prohibitively expensive at the moment.
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Video
Beyond Fundamentals: Outlook on Digital Payments
Dan Davidowitz discusses the dominance of Visa & MasterCard. Can this duopoly be disrupted?
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White papers
Economic and Market Review: Long-Term Optimism Amid Short-Term Headwinds - 3Q 2023
Like many, we have been surprised by the strength of U.S. equities in the face of rising interest rates, sticky inflation, a regional banking crisis and persistent geopolitical tension.
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Video
Beyond Fundamentals: Beauty Care & Cosmetics
As long-term investors, why do we see global beauty care leaders as attractive opportunities for growth? Jeff Mueller, portfolio manager & analyst for Polen’s Global Growth strategy, explains.
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White papers
Economic and Market Review: Continue to Recommend Defensive Positioning, Focus on Quality
What happens when the lowest interest rates in 400 years meet the fastest hikes in 100?
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White papers
Equity Outlook: Banks Deliver Message on Hidden Rate Risks
Global equities were volatile in the first quarter, as turmoil in the banking sector jolted markets. While swift regulatory action helped stem contagion, the crisis dented investor confidence in a fragile market environment and has sharpened awareness of risks created by a new interest-rate regime.
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White papers
Equity Opportunities After Easy Money
Why we think market conditions swung behind value, quality and smaller stocks in 2022, and have done so for the long term.
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White papers
Interest rates do not need to rise much further in Europe
Paul Doyle, Head of Large Cap European Equities, looks at the green shoots in Europe, despite ongoing higher inflation and mixed signals on the strength of the economy
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White papers
Why the next five years belongs to US SMID
The Equities team explain why, against a backdrop where the US economy is likely to ‘muddle through’, there are exciting investment opportunities in the US SMID space.
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White papers
Reimagining Growth: A Market Beyond Mega-Caps
US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Now, the changing contours of the market mean investors can capture a broader array of recovery candidates while incurring less benchmark risk.
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White papers
Was the last hike the last hike?
This last hike may be the last hike. Here’s where our investment teams’ economic expectations may diverge from the consensus viewpoint and how they’re positioning their portfolios.
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Video
Neuberger Berman US Large Cap Value Fund Overview
Client Portfolio Manager, Nicole Vettise highlights some of the key features of the Neuberger Berman US Large Cap Value Fund.
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Video
Smaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
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White papers
Large Cap Value, Inflation Fighter
Large-cap value stocks have characteristics that could make them compelling in the current environment and beyond.