Neuberger Berman cautious on equities but not bearish yet
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
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Brent crude is at $105 p/b, while gold, nickel and wheat prices are up 40% due to disruption from Russia-Ukraine war
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With comments from Columbia Threadneedle Investments, Interactive Investor, DWS and Neuberger Berman
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Rising inflationary and rates environment and stretched multiples bode well for hard done asset class, says Erik Knutzen
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Gemma Cowie lands in a newly-created distribution role at the £140bn asset manager
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Steve Eisman is short Netflix but long Nokia
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Neuberger has been building its presence in Europe
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Commentators say lack of performance fee could put pressure on other funds
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Demand for the securitised loans is strong but covenant standards raise concerns
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The Neuberger Berman Emerging Market Debt Local Currency Fund has reduced currency and duration risk in the portfolio following underperformance against the benchmark over the last quarter.
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Rob Drijkoningen took his whole team with him from ING Investment Management to Neuberger five years ago and he still finds the entrepreneurial culture of his employers to be empowering.
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In light of Valentine’s Day, fund managers have outlined the investments that are catching their eye. From diamonds to tech companies, here’s 11 attractive investments to make the heart flutter.
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