Neuberger trims US equities, beefs up EM and commodities
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
Neuberger Berman
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PA ANALYSIS: Why it pays to be selective in EMD
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.
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NB launches first global high-yield fund for Flynn
Neuberger Berman is to access the US, Europe and emerging markets with a Dublin-domiciled Global High Yield Bond Fund, headed by Patrick Flynn.
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EMD remains a great long term investment – Neuberger
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.
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PA ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.
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Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
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Neuberger Berman opens Asian debt fund
Neuberger Berman is looking to capitalise on liquidity in the Asian debt space with the launch of a flexible fixed income mandate.
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HEAD-TO-HEAD: Neuberger Berman China Equity vs Allianz Greater China Dynamic
This week’s Head-to-Head examines two China equity vehicles: Neuberger Berman China Equity and Allianz Greater China Dynamic.
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Hedge funds experiencing quiet revolution
A quiet revolution is happening in hedge funds. Investors continue to allocate to the asset class, but the way they are allocating is changing, while its investor base is growing broader and becoming more inclusive.
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Protecting your property in the rate rise REITs wobble – Neuberger Berman
Impending interest rate hikes could see REITs experience a short-term wobble, says Neuberger Berman’s Gillian Tiltman, but will underpin global property’s upward trajectory.
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Distinguishing currency plays from crowded consensus trades
Investors are still positioned in the winning trades of 2014, says Neuberger Berman’s Ugo Lancioni, but the case for those trades is now far from obvious.
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Only the misguided will ignore the sovereign-credit correlation
Correlations between the credit market and sovereign bonds will linger on, says Neuberger Berman global fixed income manager Jon Jonsson, and credit risk remains the bet to make.
