PA ANALYSIS: Post election choices with Brexit back in the spotlight
Last night’s result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.
Last night’s result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.
Neuberger Berman has added to its range of alternative Ucits funds with the launch of another put writing strategy.
With data hinting a soft Q1 for the US economy, commentators have been split over how close it has edged to the end of the cycle. Neuberger Berman’s CIO for fixed income Brad Tank, lists the five signs the expansion is not over, yet.
Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there is still value to be found.
Neuberger Berman has warmed to US equities once again but multi-asset class CIO Erik Knutzen anticipates medium to long-term volatility and a “messy” transition for Donald Trump.
Neuberger Berman has launched the Global Opportunistic Bond Fund.
Neuberger Berman has announced it will launch two new multi-asset Ucits funds in the coming weeks.
In this week’s edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.
Neuberger Berman is to access the US, Europe and emerging markets with a Dublin-domiciled Global High Yield Bond Fund, headed by Patrick Flynn.
Despite worries that current market stress could result in significant outflows from emerging markets in the short term, for Neuberger Berman’s fixed income CIO, Brad Tank, emerging market debt remains a fantastic place to invest over the longer term.