Shows
Disruptive Forces in InvestingThe Great Bond Divergence: Opportunities Across Curves, Countries, and CreditGlobal bond markets are starting to diverge again. After years of moving in near lockstep, correlations are breaking down as political and fiscal paths split across regions. The balance for investors is pursuing income, diversification, and flexibility without making an all-or-nothing "sell the U.S." call. On this episode of Disruptive Forces, host Anu Rajakumar speaks with Paul Grainger, Senior Portfolio, Multi-Sector, about what this new regime means for fixed income investors. They discuss where relative value is emerging across Europe, Japan, and emerging markets, how to think about credit in a tight-spread environment, and...
2026-02-2423 min
I mercati in 300 secondiAzionario. Rimanere investiti e diversificatiRipercorrendo quanto accaduto nell'ultimo anno e volgendo lo sguardo al 2026, emerge con particolare chiarezza l'importanza di rimanere investiti e mantenere un buon grado di diversificazione. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I dati economici e di mercato provengono da FactSet, salvo diversa ind...
2025-12-2309 min
Disruptive Forces in InvestingSolving for 2026: Policy Crosscurrents, AI, and Where to Position NowAmid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue compelling private markets opportunities? On this episode of Disruptive Forces, host Anu Rajakumar sits down with Shannon Saccocia, CIO for Wealth, and Maya Bhandari, CIO for Multi-Asset EMEA, to unpack Neuberger's Solving for 2026 market outlook. Together, they cover AI's next phase, multi-sector fixed income positioning, and the role of secondaries and co-investments—while outlining risks from pol...
2025-12-1626 min
I mercati in 300 secondiTassi USA: quanto possono scendere?Il taglio dei tassi da parte della Federal Reserve statunitense, più accomodante del previsto, ha delineato uno scenario interessante per i mercati obbligazionari nel 2026. Per quale motivo? Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I dati economici e di mercato provengono da FactSet, salv...
2025-12-1607 min
I mercati in 300 secondiCrescita e Mercati. Pronti al decollo?Indipendentemente dal fatto che la Federal Reserve decida di tagliare i tassi questa settimana, prevediamo comunque un loro calo in grado di stimolare una riaccelerazione dell'economia e di sostenere le prospettive di crescita dei mercati. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I dat...
2025-12-1009 min
I mercati in 300 secondiInvestire nell'IA: un percorso graduale per le societàLa volatilità legata all'AI nasce da evidenze concrete ma anche da notizie imprecise. In questa fase di sviluppo pluriennale, imprese e investitori devono seguire una sequenza logica chiara per allocare il capitale in modo efficace — ma in che modo? Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un...
2025-12-0211 min
Disruptive Forces in InvestingBeyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss HarvestingTax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining market-level beta—plus potentially meaningful after-tax benefits through disciplined loss harvesting. Where can this approach fit in portfolios today? On this episode of Disruptive Forces, host Anu Rajakumar speaks with Ray Carroll, CIO of Neuberger Berman's Breton Hill quantitative investing team, and Jacob Greene, Head Strategist for Custom Direct Investing, to demystify 130/30 tax-managed portfolios and where they work best—from diversifying single-stock concentrations to preparing for large taxable events, with globa...
2025-11-2522 min
I mercati in 300 secondiStrategie di lungo periodo per mercati volatiliNegli ultimi mesi, e in particolare da questa estate, uno dei fattori più incisivi dietro le oscillazioni dei mercati azionari è stata la politica monetaria. Più di recente, tra gli operatori di mercato si è aggiunto anche il timore di un possibile errore di valutazione della sua gestione, che ha avuto un impatto significativo. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fisc...
2025-11-2510 min
I mercati in 300 secondiDebito emergente in valuta forte. È il momento?Dopo anni segnati da dollaro forte e tassi elevati, l'EMD torna sotto i riflettori grazie a tassi in calo e a un dollaro più debole. In particolare, le obbligazioni in valuta forte offrono rendimenti interessanti e maggiore diversificazione.Lo stress test è superato? Quanto sono solidi i bilanci e allineate le politiche fiscali? Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fi...
2025-11-2125 min
I mercati in 300 secondiInstabilità politica e politiche economiche divergentiLe recenti elezioni a New York e alcune dinamiche in Europa mettono in luce una crescente volatilità politica e possibili orientamenti di politica economica tra loro divergenti. Gli investitori dovrebbero prepararsi a ulteriori periodi di turbolenza. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I da...
2025-11-1809 min
I mercati in 300 secondiCOP30. Capitali privati e IA in risposta alla crisi climaticaI capitali privati sono destinati a svolgere un ruolo decisivo per mobilitare i 1.300 miliardi di dollari circa necessari a finanziare la lotta al cambiamento climatico. In parallelo, l'Intelligenza Artificiale, se ben allineata agli obiettivi climatici, potrebbe anch'essa rappresentare uno strumento efficace a questi scopi. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita...
2025-11-1113 min
I mercati in 300 secondiStati Uniti: l'effetto dello shutdown è imminente?Sebbene negli Stati Uniti il sentiment dei consumatori sia apparso nel complesso robusto, questo potrebbe presto iniziare a incrinarsi in alcuni segmenti, con il rischio di potenziali ripercussioni sul settore dei consumi proprio nel momento più delicato. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I...
2025-11-0710 min
I mercati in 300 secondiTensione nel credito. È un campanello d'allarme?Mentre iniziano a emergere alcuni segnali di rischio di credito idiosincratico, le evidenze di uno stress più ampio, o addirittura sistemico, restano limitate. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I dati economici e di mercato provengono da FactSet, salvo diversa indicazione. Qu...
2025-11-0508 min
Disruptive Forces in InvestingPivot Points: Rediscovering Europe, Japan and Emerging MarketsAmid shifting global market currents, investors are reassessing where the most compelling opportunities lie beyond the US. Shifts in earnings trajectories, valuation dispersion, and evolving policy signals are reshaping the risk-reward across regions and asset classes, prompting a fresh look at how to balance exposures. On this episode of Disruptive Forces, Anu Rajakumar sits down with Maya Bhandari, CIO, Multi-Asset, EMEA and co-chair of Neuberger Berman's Asset Allocation Committee, to explore how these dynamics could be expressed in diversified, multi-asset portfolios. This communication is provided for informational and educational pur...
2025-10-2817 min
I mercati in 300 secondiIntelligenza artificiale. Crescita esplosiva, rischio bolla, o un mix?Nel pieno della corsa all'intelligenza artificiale iniziano a delinearsi segnali concreti del suo impatto positivo sulla produttività. Si tratta di sviluppi che, se confermati, potrebbero incidere in profondità su vari aspetti dell'economia: dalla crescita all'inflazione, dal mercato del lavoro ai listini di borsa. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la...
2025-10-1411 min
I mercati in 300 secondiRicalibrare l'asset allocationQuando lo scenario cambia, cambiano anche le view di investimento. Il sell-off del "giorno della liberazione" aveva reso più interessante l'investimento nei mercati non statunitensi, soprattutto in quelli Europei e Asiatici. Oggi questa dinamica non è più valida. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I...
2025-10-0908 min
I mercati in 300 secondiMulti-asset, la chiave per affrontare le sfide di oggiIl quadro economico e l'andamento dei mercati sembrano raccontare due storie contrastanti. Come possiamo spiegare questa situazione e quali strategie dovrebbero adottare gli investitori di fronte a tale contesto? Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. I dati economici e di mercato provengono da...
2025-10-0109 min
Disruptive Forces in InvestingThe $100 Trillion InheritanceGenerational wealth transfer is set to transform the financial landscape over the next two decades. An estimated $124 trillion is expected to change hands at a time when attitudes toward money, investing, and legacy are evolving. This is reshaping how families and institutions approach wealth management. As Gen X, Millennials, and Gen Z step into stewardship roles, the focus is shifting from traditional investment strategies to new innovations and technologies, values-driven planning, and holistic advice that reflect a new era of priorities. On this episode of Disruptive Forces, host Anu Rajakumar sits with Stephanie Luedke, Head o...
2025-09-3025 min
I mercati in 300 secondiPrivate Equity. La crescita del mercato secondario.Avete mai sentito parlare di secondario di Private Equity? Che cosa sono le operazioni di secondario e quale ruolo hanno nel mondo del private equity? Cosa le rende così interessanti in questo contesto di mercato? In questa puntata, Filippo Monachesi, Marketing Manager Italy intervista Alberto Salato, Head of Client Group – Italy di Neuberger. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di...
2025-09-2920 min
I mercati in 300 secondiRicomporre i tasselli del mosaicoI dati economici pubblicati la scorsa settimana, i risultati delle trimestrali aziendali e gli sviluppi sul fronte del commercio e dei dazi, hanno ulteriormente rafforzato la nostra view positiva sui mercati nel medio termine. Tuttavia, guardando alla seconda metà del 2025, permangono alcune sfide. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di...
2025-08-0711 min
Disruptive Forces in InvestingFrom Forecasts to Facts: Revisiting 2025's Investment ThemesWith 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year's midpoint, Neuberger Berman's senior investment leaders reconvene to assess the predictions made in our annual "Solving for 2025" outlook. On this episode of Disruptive Forces, host Anu Rajakumar is joined by Shannon Saccocia, Chief Investment Officer, Wealth, and Jeff Blazek, Co-Chief Investment Officer of Multi-Asset, to explore how forecasts have evolved—and what these insights mean for positioning portfolios in the second half of the year.
2025-07-2428 min
I mercati in 300 secondiEuro Bond. Ulteriori opportunità in vistaL'attuale contesto di inflazione contenuta, unito a una banca centrale accomodante e a rendimenti interessanti, ha contribuito a rafforzare l'attrattività dei mercati obbligazionari governativi e corporate europei a livello globale. A nostro avviso, questo segmento continuerà a offrire, in modo selettivo, opportunità attraenti anche nei prossimi mesi. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'a...
2025-07-2208 min
I mercati in 300 secondiTensioni in Medio Oriente e prezzo del petrolioLe tensioni in Medio Oriente stanno provocando volatilità sui mercati, ma questa fase di incertezza dovrebbe essere di breve durata. Presto, infatti, l'attenzione degli investitori tornerà a concentrarsi sulle importanti decisioni di politica economica attese tra luglio e agosto. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un ti...
2025-07-0109 min
Disruptive Forces in InvestingGP Led Secondaries: What's next?Liquidity challenges are reshaping the private equity landscape, pushing investors to explore innovative solutions for managing their portfolios. With reduced exit activity, constrained distributions, and a tougher fundraising environment, how can secondaries provide a liquidity lifeline? And what role do GP-led transactions play in driving opportunities for both sponsors and investors? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Philipp Patschkowski, a Managing Director on Neuberger Berman's Private Equity Secondaries team, to discuss the evolving role of secondaries in private equity. Together, they delve into the rise of GP-led transactions, pricing d...
2025-07-0116 min
I mercati in 300 secondiEconomia al bivio. Segnali di crescita o contrazione?I consumatori americani continuano a dimostrarsi forti, ma sarà il sentiment delle imprese a giocare un ruolo chiave nel determinare il futuro della crescita economica. Che cosa potrà sbloccare questa situazione di stallo tra le imprese e aiutare gli investitori a capire quale sarà la direzione dell'economia e dei mercati? Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, con...
2025-06-1709 min
Disruptive Forces in InvestingStop Guessing Tomorrow: Insights on Long/Short StrategiesVolatility and uncertainty are rewriting the rules of investing, challenging investors to think differently about managing risks and seizing opportunities. With heightened risks from rapidly evolving policies and concentrated market sectors, how can long/short strategies empower investors to navigate these dynamics? And what role does active management play in capturing opportunities and mitigating risks? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Marc Regenbaum, Managing Director and Portfolio Manager for the Neuberger Berman Long/Short Fund, to discuss how long/short strategies can be used as powerful tools for diversification a...
2025-06-0417 min
I mercati in 300 secondiDal Liberation day all'Independence dayPer rilanciare gli investimenti e stimolare la crescita economica negli Stati Uniti, è fondamentale che la fiducia delle imprese torni a crescere. Il prossimo disegno di legge fiscale potrebbe essere l'elemento chiave per favorire questo cambiamento? Tratto da "Le prospettive settimanali del CIO" a cura di Shannon Saccocia, Chief Investment Officer—Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in mat...
2025-05-2010 min
I mercati in 300 secondiLa crisi del dollaroPerché il dollaro non ha ancora registrato un rimbalzo e cosa implica questo per l'asset allocation di portafoglio? Tratto da "Le prospettive settimanali del CIO" a cura di Jeff Blazek, Co-Chief Investment Officer—Multi-Asset Strategies e Erik Knutzen, Co-Chief Investment Officer—Multi-Asset Strategies di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una r...
2025-05-1310 min
I mercati in 300 secondiLa fine del predominio economico americano?Il resto del mondo sembra destinato a recuperare terreno rispetto agli Stati Uniti, ma è ancora troppo presto per parlare di un vero e proprio cambiamento strutturale nell'ecosistema economico globale. Tratto da "Le prospettive settimanali del CIO" a cura di Joseph V. Amato, President and Chief Investment Officer—Equities di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, leg...
2025-05-0908 min
I mercati in 300 secondiTassi di default sotto controlloA Neuberger Berman non riteniamo che i dazi possano innescare un aumento significativo dei rischi di default per i titoli high yield e sul mercato dei prestiti. Per questo motivo, giudichiamo interessanti gli attuali livelli di spread e di rendimento. Tratto da "Le prospettive settimanali del CIO" a cura di Ashok Bhatia, CFA, Chief Investment Officer and Global Head of Fixed Income, Christopher Kocinski, CFA, Co-Head of U.S. High Yield & Senior Portfolio Manager e Rachel Young, Director of Research & Senior Research Analyst di Neuberger Berman. Questi podcast includono...
2025-05-0108 min
I mercati in 300 secondiÈ il momento di guardare ai fattiSettanta giorni dall'insediamento della nuova amministrazione statunitense, iniziano a emergere dati oggettivi a conferma o smentita del pessimismo emerso dai rencenti sondaggi tra consumatori e imprese. Tratto da "Le prospettive settimanali del CIO" a cura di Ashok Bhatia, Chief Investment Officer—Fixed Income, Robert Dishner, Senior Portfolio Manager—Fixed Income e Paul Grainger, Senior Portfolio Manager—Fixed Income di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui...
2025-04-0108 min
I mercati in 300 secondiScettici sul futuro o fiducia nel domani?Il sentiment di consumatori americani e aziende non è allineato. I consumatori sembrano più scettici sul futuro, mentre i dirigenti aziendali sembrano riporre più fiducia nel domani. Chi ha ragione? Tratto da "Le prospettive settimanali del CIO" a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale...
2025-03-2508 min
Disruptive Forces in InvestingCould Value Stocks Make a Comeback?As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where are the most compelling opportunities in today's market? On this episode of Disruptive Forces, host Anu Rajakumar is joined by David Levine, Associate Portfolio Manager of the Large-Cap Value Fund at Neuberger Berman. Together, they unpack the shifting dynamics between growth and value investing, explore t...
2025-03-1820 min
Disruptive Forces in InvestingNVIDIA, DeepSeek and the Evolution of AIAs the world navigates the rapid advancements in artificial intelligence, markets are adjusting to the implications of groundbreaking innovations on growth, competition, and investments. But how are market assumptions about AI shaping investor sentiment? What unique challenges and opportunities do these developments present for the semiconductor industry? And where can investors uncover growth opportunities beyond AI amidst this disruption? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Jamie Zakalik, Senior Research Analyst at Neuberger Berman. Together, they explore the development of AI, resilience of the semiconductor industry, Nvidia's latest earnings, and t...
2025-03-0528 min
I mercati in 300 secondiCrescita al centro, inflazione in secondo pianoPer oltre due anni, l'inflazione è stata il principale catalizzatore che ha mosso i mercati finanziari. La scorsa settimana, però, abbiamo avuto la conferma che qualcosa sta cambiando. Tratto da "Le prospettive settimanali del CIO" a cura di Jeff Blazek, Co-Chief Investment Officer—Multi-Asset Strategies ed Erik Knutzen, Co-Chief Investment Officer—Multi-Asset Strategies di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in mat...
2025-02-1809 min
Disruptive Forces in InvestingWhat Do Tariffs Mean for Private Equity?As the world navigates evolving trade policies under a new administration, markets are adjusting to the implications of sweeping tariffs on growth, inflation, and investments. But how will these developments impact the Private Equity asset class? What unique viewpoint does Private Equity offer in this environment? And how can investors leverage these dynamics to uncover opportunities amidst disruption? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Ralph Eissler, CFA, Head of Private Markets Research at Neuberger Berman. Together, they discuss insights from Ralph's recent publication, "Tariffs Are Here: What Does That Me...
2025-02-1414 min
I mercati in 300 secondiSmall-cap, grandi opportunità (episodio speciale)Le small-cap statunitensi sono a un punto cruciale: il divario di valutazione con le large-cap è ai massimi storici e vari trend macroeconomici le favoriscono. Come possono i gestori sfruttare queste opportunità nel 2025? Episodio speciale con Marco Avanzo-Barbieri, Head of Intermediary Italy, e Filippo Monachesi, Marketing Manager Italy. Tratto dall'episodio "Small Caps, Big Opportunities" della serie podcast "Disruptive Forces in Investing" di Neuberger Berman. Questo podcast è fornito esclusivamente a scopo informativo ed educativo e nulla di quanto contenuto costituisce consulenza in materia di investimenti, legale, contabile o fiscale. Questo materiale è di natu...
2025-02-1311 min
I mercati in 300 secondiLe intenzioni dietro le tariffe di TrumpLa natura dei dazi recentemente proposti dalla nuova amministrazione Trump solleva una domanda cruciale. Si tratta di un semplice strumento di negoziazione o di un approccio non convenzionale per aumentare le entrate fiscali? La risposta potrebbe influenzare profondamente il modo in cui gli investitori dovrebbero valutarne l'impatto. Tratto da "Le prospettive settimanali del CIO" a cura di Joseph V. Amato, President e Chief Investment Officer—Equities di Neuberger Berman. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a...
2025-02-1109 min
I mercati in 300 secondiMercato obbligazionario. Verso la normalità.A nostro avviso, una curva dei rendimenti in fase di normalizzazione rende sicuramente il mercato obbligazionario molto attraente per gli investitori. Scopriamo perché. Tratto da "Le prospettive settimanali del CIO" a cura di Ashok Bhatia, Chief Investment Officer—Fixed Income di Neuberger Berman. Questo podcast è fornito esclusivamente a scopo informativo ed educativo e nulla di quanto contenuto costituisce consulenza in materia di investimenti, legale, contabile o fiscale. Questo materiale è di natura generale e non è indirizzato a nessuna categoria specifica di investitori; non deve essere considerato personalizzato, una raccomandazione, una consulenz...
2025-02-0507 min
I mercati in 300 secondiTrump 2.0. Cosa sta davvero cambiando?Donald Trump ha prestato giuramento e nel corso della sua prima giornata in carica ha firmato 26 ordini esecutivi: un numero record per un nuovo Presidente al primo giorno di lavoro. Ma queste prime mosse sono state sufficienti per definire le priorità della sua amministrazione e fornire maggiore chiarezza sul futuro macroeconomico? Tratto da "Le prospettive settimanali del CIO" a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questo podcast è fornito esclusivamente a scopo informativo ed educativo e nulla di quanto contenuto...
2025-01-2808 min
I mercati in 300 secondiUn avvio incerto in un anno di sfideLe prime settimane del 2025 hanno offerto un esempio lampante delle sfide e delle opportunità che caratterizzeranno l'anno appena iniziato. I mercati finanziari si trovano di fronte a una combinazione di scenari potenzialmente favorevoli, ma con una volatilità persistente che richiede strategie di investimento flessibili e ben diversificate. Tratto da "Le prospettive settimanali del CIO" a cura di Jeff Blazek, Co-Chief Investment Officer—Multi-Asset Strategies Erik Knutzen, Co-Chief Investment Officer—Multi-Asset Strategies di Neuberger Berman. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, ac...
2025-01-2409 min
I mercati in 300 secondiCrescita, Inflazione e Mercati AzionariA nostro avviso, per gli Stati Uniti, il 2025 si preannuncia come un anno positivo per la crescita economica e il controllo dell'inflazione. Tuttavia, gli investitori che tendono a concentrarsi esclusivamente sull'indice azionario S&P 500 potrebbero perdere diverse opportunità di rendimento disponibili in altri segmenti del mercato azionario. Perché riteniamo che le preoccupazioni su un eccessivo aumento dell'inflazione siano esagerate? Inoltre, come potrebbe questo scenario macroeconomico generare nuove opportunità nel mercato azionario, oltre le grandi aziende tecnologiche? Tratto da "Le prospettive settimanali del CIO" a cura di Joseph V. Amato, President and Chief...
2025-01-1409 min
I mercati in 300 secondiMercati obbligazionari. Cosa aspettarsi nel 2025Nell'attuale contesto di mercato, il 2025 si prospetta come un anno ricco di opportunità per gli investitori obbligazionari, anche se intravediamo all'orizzonte un possibile aumento della volatilità. Tratto da "Le prospettive settimanali del CIO" a cura di Ashok Bhatia, Chief Investment Officer—Fixed Income di Neuberger Berman. Questo podcast è fornito esclusivamente a scopo informativo ed educativo e nulla di quanto contenuto costituisce consulenza in materia di investimenti, legale, contabile o fiscale. Questo materiale è di natura generale e non è indirizzato a nessuna categoria specifica di investitori; non deve essere considerato personalizzato, una raccom...
2025-01-0808 min
I mercati in 300 secondiSteve Eisman. Da "La Grande Scommessa" all'era moderna.Clicca qui per scaricare la traduzione in italiano dell'intervista: https://www.nb.com/handlers/documents.ashx?id=3e24b36e-c9d9-449a-9db0-b3143812a0f0&name=Traduzione_dell_intervista_Steve_Eisman_Da_la_grande_scommessa_all_era_moderna.pdf Intervista esclusiva a Steve Eisman, Senior Portfolio Manager di Neuberger Berman: un viaggio attraverso la sua carriera, la Grande Crisi Finanziaria del 2008, e i retroscena del bestseller di Michael Lewis e dell'omonimo film di Adam McKay "La Grande Scommessa". Inoltre, approfondiremo le sue attuali view di mercato. Episodio speciale in inglese.
2024-06-2821 min
Disruptive Forces in InvestingSteve Eisman: From The Big Short to the Long Way HomeIn 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded. Their stories were captured in the New York Times bestselling book, The Big Short: Inside the Doomsday Machine, and its award-winning film adaptation, The Big Short. Featuring stars like Brad Pitt and Steve Carell, the film brought these investors' experiences to life. Among them was Steve Eisman, Senior Portfolio Manager at Neuberger Berman, portrayed by Steve Carell under the pseudonym Mark Baum. But...
2024-06-2520 min
Disruptive Forces in InvestingA Force to Be Reckoned WithThere have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the '40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? And what challenges and opportunities exist in the current volatile investment landscape? On this milestone 100th episode of Disruptive Forces, Anu Rajakumar speaks with George Walker, Chairman and CEO of Neuberger Berman, about how we're moving forward into a new era for asset management.
2023-10-1722 min
I mercati in 300 secondiRientro alla baseAlla luce dei segnali contrastanti a breve e medio termine provenienti dai mercati, il Comitato di Asset Allocation di Neuberger Berman sta ora adottando un posizionamento più neutrale. Perché? Come dovrebbero comportarsi gli investitori in questi casi? Tratto da "Le prospettive settimanali del CIO" a cura di Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class e Niall O'Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman...
2023-06-2812 min
I mercati in 300 secondiLa pazienza paga (Asset Allocation Outlook 2Q23) – Puntata SpecialeL'azionario ha dimostrato una buona tenuta fino a questo momento dell'anno ma il Comitato di Asset Allocation di Neuberger Berman, su questo segmento, rimane prudente, perché l'approssimarsi del picco massimo di tassi e inflazione e del livello minimo di utili e crescita economica lascia presagire una certa volatilità. Tuttavia, poiché gli eventi recenti sembrano aver anticipato la fine del ciclo di rialzi dei tassi, i tempi potrebbero essere maturi per iniziare a pianificare il ritorno a un approccio più neutrale agli asset rischiosi nei mercati quotati. Per questi motivi, a nostro avviso, gli investitori possono permettersi di esse...
2023-05-0817 min
Disruptive Forces in InvestingFunding the FutureMany asset owners work to invest for the long-term future of their beneficiaries. At Neuberger Berman, our ESG Advisory Council seeks to bring the latest ideas on sustainability into the core of our business. By considering what strategies investors could use and how they can mitigate risks, we put sustainable investing under a microscope. How can investors maintain a long-term mindset? How can they holistically increase their sustainability? On this episode of Disruptive Forces, host Anu Rajakumar passes the mic to Jonathan Bailey, Head of ESG Investing, and Theresa Whitmarsh, former CEO of the Washington State Investment Board and a memb...
2023-02-0711 min
I mercati in 300 secondiSoluzioni per il 2023 (Seconda Parte) – I MercatiPuntata speciale dedicata all'investment outlook "Soluzioni per il 2023 – Il ritorno alla Vecchia Normalità". In questa seconda parte, insieme a Daniela Usai (Senior Vice President Client Group Italia) e Francesco Pettinelli (Relationship Manager Italia) di Neuberger Berman, approfondiamo i temi che saranno destinati a dominare il panorama dei mercati obbligazionari, azionari e degli investimenti alternativi nei prossimi 12 mesi. Tratto da "Solving for 2023 – Back to the Old Normal" a cura di Joseph V. Amato (President and Chief Investment Officer—Equities), Ashok Bhatia, CFA (Deputy Chief Investment Officer—Fixed Income), Erik L. Knutzen, CFA, CAIA (Chief Investment Officer—Multi-Asset...
2022-12-1918 min
I mercati in 300 secondiSoluzioni per il 2023 (Prima Parte) – Quadro MacroeconomicoPuntata speciale dedicata all'investment outlook "Soluzioni per il 2023 – Il ritorno alla Vecchia Normalità". In questa prima parte, insieme a Daniela Usai (Senior Vice President Client Group Italia) e Francesco Pettinelli (Relationship Manager Italia) di Neuberger Berman, ripercorriamo l'evoluzione del panorama finanziario negli ultimi mesi e individuiamo i temi macroeconomici che caratterizzarono il 2023. Tratto da "Solving for 2023 – Back to the Old Normal" a cura di Joseph V. Amato (President and Chief Investment Officer—Equities), Ashok Bhatia, CFA (Deputy Chief Investment Officer—Fixed Income), Erik L. Knutzen, CFA, CAIA (Chief Investment Officer—Multi-Asset Class), Brad Tank (Chief Investment...
2022-12-1218 min
I mercati in 300 secondiSpace Economy. L'economia si fa spazio. (Puntata speciale)La Space Economy è uno dei settori industriali in più rapida crescita. Lo spazio sta diventando sempre più una risorsa fondamentale per il monitoraggio della terra, per le telecomunicazioni, per i servizi di osservazione e di geo-localizzazione. Le tecnologie spaziali influenzeranno sempre di più la nostra vita e attrarranno l'interesse da parte degli investitori privati. E se da un lato, SpaceX e il turismo spaziale hanno saputo conquistare le prime pagine dei quotidiani, dall'altro quali sono i settori economici che saranno maggiormente impattati dall'evoluzione della Space Economy? Quali sono le applicazioni di questa tecnologia di cui in molti ancora non ne s...
2022-09-0821 min
Disruptive Forces in InvestingSDGs: A Framework for InvestingSince the inception of the United Nations' 17 Sustainable Development Goals (SDGs) in 2015, there has been a universal call to action to ensure peace and prosperity across the UN's 193 member states by 2030. From an economic perspective, these SDGs are a powerful tool for investors to apply sustainable thinking to their decision-making process and implement them into company engagement practices. But now that we are past the halfway point, we can't help but ask, is the UN on track to meet their 2030 goal or not? On this episode of Disruptive Forces, Chris Kocinski, Senior Portfolio Manager and Co-Head of U.S...
2022-08-1628 min
Disruptive Forces in InvestingThe Mission Toward Carbon TransitionGlobal energy demand continues to increase as populations grow. Therefore the global economy is shifting into a greener one, or is it? What role does carbon play across infrastructure and are companies implementing changes across their operations as a result? With the carbon transition already underway, investors are asking, where are the opportunities and where are the risks? In this episode of Disruptive Forces, Ron Silvestri and Jim Tyre, Senior Research Analysts and Portfolio Managers from the Neuberger Berman Equity Research team come together with Anu Rajakumar to discuss this reality that traditional energy companies are facing and what...
2022-06-2817 min
I mercati in 300 secondiDopo la rivalutazione, il rallentamentoSecondo il Comitato di Asset Allocation di Neuberger Berman, che si entri o meno in una fase di recessione, il rallentamento atteso dell'economia e la persistente volatilità di mercato potrebbero farsi sentire eccome tra gli investitori. Tratto da "Le prospettive settimanali del CIO" a cura di Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una...
2022-06-2807 min
I mercati in 300 secondiCambio di regime (Outlook 2Q22)Episodio speciale dedicato al nostro Asset Allocation Outlook 2Q 2022. Ospite della puntata, Alberto Salato - Responsabile per il Sud Europa di Neuberger Berman. Tratto dall'"Asset Allocation Committee Outlook 2Q2022" a cura del Comitato di Asset Allocation di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita...
2022-05-0318 min
Disruptive Forces in InvestingHow to Keep Energy Going and Going…With the current crisis unfolding between Russia and Ukraine, energy markets globally have had to pivot where they source their energy supply thereby providing some new implications to the sector as a result. While pricing has been increasing along with the ongoing ESG and geopolitical factors at work, what might investors want to be wary of going forward? And what opportunities could be presented within this volatile environment? In this episode of Disruptive Forces, Robert Gephardt, CFA, Senior Energy Research Analyst, shares his thoughts with Anu Rajakumar on how the energy sector is managing amid the crisis in Europe...
2022-05-0321 min
Disruptive Forces in InvestingUnderstanding Short Duration for the Long RunAs investors continue to seek out hedges against inflation, many may look to equities—but what about the global bond market? Short duration fixed income, particularly High Yield, typically suits an environment of slowing growth and rising rates. But keeping in mind the geopolitical factors at play, where are the opportunities in the current investment landscape? And how can investors consider ESG factors in the High Yield market? In this episode of Disruptive Forces, Co-Heads of Neuberger Berman's U.S. High Yield fixed income platform, Chris Kocinski and Joe Lind, join Anu Rajakumar to break down the nuances of th...
2022-04-1221 min
Disruptive Forces in InvestingThe Weakest Links in the Global Supply Chain: Part IAs we start a new year amid the pandemic, a major disruption that consumers are facing are the issues within today's global supply chain. Emptier shelves in stores, shipping delays on e-commerce deliveries and labor shortages among others, have been felt by so many of us. But as we continue to see more components of the supply chain wither, what could be next for this crucial part of the global economy? What might investors want to be aware of in the interim? Could there be an end in sight for this global crisis? On this episode of Disruptive Forces...
2022-01-1815 min
Disruptive Forces in InvestingIt's Quitting Time: Exploring Labor Market DynamicsAfter a record-breaking 4.3 million Americans quit their jobs in August, many have had their eyes on the labor market at large. Known as "The Great Resignation" or "The Big Quit", this phenomenon has turned the heads of employers and employees alike. But how long might this trend last? What has kept people out of the workforce? And what sectors might be able to meet the demand of rising wages? On this episode of Disruptive Forces, Robert Dishner, Senior Portfolio Manager in Multi-Sector Fixed Income, sits down with Anu Rajakumar to share insights on what is currently happening in labor...
2021-11-3018 min
Disruptive Forces in InvestingThe Blurred Lines of Public and Private EquityAs capital markets continue to expand over time, corporations and investors alike have had to get creative in their approaches. Companies today have a variety of pathways to go public, but we also have seen them want to stay private for longer. So where might the opportunity set be for investors within this gray area, better known as crossover investing? On this episode of Disruptive Forces, Gabe Cahill, Portfolio Manager for pre-IPO strategies, and Marc Regenbaum, Portfolio Manager for Long-Short and U.S. Equity strategies, chat with Anu Rajakumar to understand what the factors may be for both retail...
2021-11-0221 min
Disruptive Forces in InvestingTurning a New Leaf in Chinese InvestingHistorically, as the second largest economy in the world, China has presented a myriad of opportunities to investors worldwide. However, due to the regulatory changes outlined by the Chinese government, trends suggest that investors have started to reconsider their allocations in China. Putting the pandemic and geopolitical tensions aside, could investors be moving their capital too hastily? Could the new policies potentially be a boon to investors? Or perhaps could now be an opportune time to reevaluate portfolio positioning? On this episode of Disruptive Forces, Patrick Liu, General Manager of Neuberger Berman China, joins Anu Rajakumar to share his...
2021-09-0719 min
Disruptive Forces in InvestingThinking Big When It Comes to Small CapsThe word volatility is not something that's foreign to the small-cap market. However, with the rise of the meme stock phenomenon making headlines earlier this year, many people around the world have likely been keeping their eyes out for unique opportunities in the market. But when it comes to small caps, what other investment tools might be available to new and seasoned investors alike? Could there be a case for passive management amid the current economic cycle? Or does active management seem necessary, especially given the rise of speculative stocks in the market? On this episode of Disruptive Forces, J...
2021-08-2415 min
Disruptive Forces in InvestingPlaying Good Defense in DiversificationWith inflation risks continuing to appear across the greater global economy, many investors may be thinking about how to best prepare their portfolios for potential volatility ahead. The unprecedented market events, stemmed from COVID-19, give the current landscape a sense of volatility that even the most seasoned investors might not be prepared for…so how might investors want to get creative yet defensive when it comes to diversification? The idiom, "Don't put your eggs in one basket" might be the first line of defense, but how might investors want to go about heeding those timeless words of advice? On th...
2021-08-1018 min
I mercati in 300 secondiSurfare in bilico tra le onde increspateIl comitato di Asset Allocation di Neuberger Berman espone le proprie view sui mercati a 12 mesi. Tratto da "Asset Allocation Committee Outlook" di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita o la detenzione di un titolo. La presente comunicazione non è diretta a nessun investitore in p...
2021-07-2708 min
Disruptive Forces in InvestingThe Great Housing Diaspora of COVID-19As a result of mass deurbanization during the pandemic, where fleets of people left cities for more suburban areas, residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply? Could deurbanization continue as a post-COVID trend? And what else might investors want to consider in this space? On this episode of Disruptive Forces, Dmitry Gasinsky, Head of Mortgage Loan Management, speaks with Anu Rajakumar about the ongoing competitiveness of the residential loan market, how the COVID-19 crisis compares to that of the g...
2021-07-2019 min
Disruptive Forces in InvestingThe Electrification of MobilityAs oil prices start to go up and sustainability goals have become top of mind for many drivers, vehicle and machinery electrification have increased in popularity—now more than ever. So what are global vehicle manufacturers doing to meet consumer demand? How are they addressing the competition? And what might investors want to keep their eyes on in this space? On this episode of Disruptive Forces, John Hirt, Senior Vice President and Research Analyst for mobility sectors, joins Anu Rajakumar to share more about electrification trends today, what the policy implications may be for those trends as well as pr...
2021-06-2921 min
Disruptive Forces in InvestingMaking the REIT Move in Real EstateWith the virtual shift that COVID-19 placed on our society along with resulting closures of brick and mortar retail across the globe, REITs, or Real Estate Investment Trusts, may not have had their best year in 2020. But as we've begun to adjust to the "new normal" of a post-pandemic economy, what might investors want to keep their eyes on in real estate? Have opportunities now come up as a result of a new REIT investment landscape? On this episode of Disruptive Forces, Gillian Tiltman and Brian Jones, Portfolio Managers for Neuberger Berman's REITs group, join Anu Rajakumar to reflect...
2021-06-1522 min
Disruptive Forces in InvestingPost-Crisis Investing for the Long HaulAfter a series of unprecedented events in the global economy, triggered by the COVID-19 financial crisis, investors and economists alike may see themselves at quite an inflection point in the markets. Coming out of a time of uncertainty, taking into consideration current market conditions, how could the investment landscape evolve in the years ahead? Senior Portfolio Manager and Head of Tactical Asset Allocation at Neuberger Berman, Robert Surgent, joins Anu Rajakumar on Disruptive Forces to speak about the macroeconomics at work in today's markets, as well as evaluate what has happened in the past to see what the investment...
2021-05-0417 min
Disruptive Forces in InvestingThe Rising Tide of Equity DurationWith concerns of inflation pressures anticipated in the months ahead, investors may be looking to adjust their asset allocation approaches. Though many would associate the concept of duration with Fixed Income, we explore the aspects of Equity Duration. If "a rising tide lifts all boats," then could this rising tide lift all bonds and stocks? On this episode of Disruptive Forces, Sandy Pomeroy and Will Hunter, Senior Portfolio Manager and Portfolio Manager of Neuberger Berman's Messinger Group respectively, speak with Anu Rajakumar about the concept of Equity Duration as an intriguing tactic to consider during the potential winds of...
2021-04-2014 min
Disruptive Forces in InvestingWhat Are Women Doing About Wealth?While women may still be in the minority within the world of finance, some might not realize how disruptive female investors have the potential to be. As we prepare for an anticipated wealth transfer of $30 trillion to women over the next ten years, what should we know about their behavior/preferences and how they invest assets differently than men? And what has the industry done to accommodate this new wave of wealth that female investors bring to the table? Neuberger Berman's Head of Private Wealth Management, Stephanie B. Luedke, sits with Anu Rajakumar on Disruptive Forces to share her...
2021-03-2316 min
Disruptive Forces in InvestingNB Votes for Meaningful ChangeLast year, Neuberger Berman launched an advance proxy voting initiative where we disclosed over 25 votes across various companies we engage with as a firm. Using broad analysis and insights, the ESG Investing team evaluated what, in their view, is important to share with these companies in order to make a difference or highlight good behavior. Especially after a year like 2020, how do we engage with companies in order to make a meaningful impact going forward? To get more of an understanding of what's changed in the initiative, Caitlin McSherry, Director of Investment Stewardship, speaks with Anu Rajakumar on Disruptive...
2021-03-0914 min
Disruptive Forces in InvestingHow to Sustain SustainabilityESG, or Environmental, Social and Governance, principles have been transforming the mindsets of many investors today. With sustainable investment approaches getting more popular across the globe, some investors might be wondering if they could be potentially compromising performance of their investments for the sake of good citizenship. On this episode of Disruptive Forces, Anu Rajakumar speaks with Hendrik-Jan Boer, Senior Portfolio Manager on Neuberger Berman's Global and European Sustainable Equity team, where they explore the aspects of what may be allowing corporations to be successful as the world tries to reduce its carbon footprint. ...
2021-02-0914 min
Disruptive Forces in InvestingMaking the Case for ValueOver the past decade, we have seen that growth investing has had a tremendous run and was considered the first choice in approach for investing in stocks. However, for the last several months and for the first time in quite a few years, market conditions seem to suggest that now value has started to become the more popular option. How should investors think about that and what are the implications involved? On this episode of Disruptive Forces, Eli Salzmann and David Levine, Portfolio Managers for Large-Cap Value strategies at Neuberger Berman, speak with Anu Rajakumar on the value investment un...
2021-01-1213 min
Disruptive Forces in InvestingGetting Smarter Around DisruptionWith innovation continuing to pave the way through the digital revolution of today, consumers and investors alike have wanted to know what could become the "next big thing" across industry sectors. As more and more groundbreaking business concepts continue to enter the market, one might wonder what is it about an idea or concept that makes it truly disruptive? And what is the thought process behind it? Has COVID-19 become a catalyst for innovation today or simply a boost? On this episode of Disruptive Forces, Jason Tauber, Senior Portfolio Manager here at Neuberger Berman, sits with us to chat...
2020-12-0211 min
Disruptive Forces in InvestingThe Next Generation of Wealth ManagementUsing a deeper lens into financial crisis management and technological advances, we explore the investment behaviors of Millennials, the newest wave of investors, in comparison to their parents' and grandparents' generations before them. How are younger investors managing risk during this period of volatility in the markets? Are the more seasoned investors leaning as heavily into technology as their newer investor counterparts? Senior Vice President within Neuberger Berman Private Wealth Management, Joshua Bronstein, sits down with host of Disruptive Forces, Anu Rajakumar, who returns to the show, to discuss the generational investing spectrum and more.
2020-11-1713 min
Disruptive Forces in InvestingEvaluating the OptionsVolatility is not a word that the Options market is a stranger to, but after a period of relative calm, Options market volatility has returned for the foreseeable future. The first question that comes to mind is – are the opportunities still there amid these volatile times? And if so, are emerging Options investors in a good position to go out and find them? Derek Devens, Managing Director and Senior Portfolio Manager of the Neuberger Berman Option group, chats with Vanessa Rosenthal, COO of Neuberger Berman's Quantitative and Multi-Asset Class Investments, on what the options are in Options investing. ...
2020-10-0619 min
Disruptive Forces in InvestingThriving Amid Volatility: Perspectives on Asian CreditDespite volatility seen across global markets, the emerging markets across Asia have continued to thrive, both before and after the COVID-19 crisis. What is it about this region that has created these key opportunities? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment...
2020-06-3013 min
Disruptive Forces in InvestingThe Growth of Private Equity SecondariesDuring the Global Financial Crisis, the Secondaries market created opportunities as a means to gain liquidity in times of duress, but is that the same case today as a result of COVID-19? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or...
2020-06-1720 min
Disruptive Forces in InvestingReal Estate Investing in the Digital AgeOver the past ten years, we have seen that Real Estate investing has been heavily impacted from the demand of cloud computing and 5G connectivity. With the added element of the COVID-19 pandemic, Neuberger Berman's Senior Portfolio Manager and Global Head of REITS, Steve Shigekawa, shares his views on how the sector is coping and how it could shape the current REITS landscape. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice...
2020-05-1518 min
Disruptive Forces in InvestingWill Fallen Angels Drive the Market? A Look into BBB BondsWith about half of the investment-grade credit market categorized as BBB, investors have been keeping an eye on volatility, but growth might still be the right outlook. *Recorded on February 26, 2020 This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion...
2020-03-0517 min
Disruptive Forces in InvestingGenerating Alpha through Data ScienceData science is a new tool that can enhance traditional fundamental investment research, potentially sparking a revolution in active management. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of...
2020-02-1115 min
Disruptive Forces in InvestingThe Reality of Retail: Apocalypse or Renaissance?The retail landscape has undergone a transformation as changing consumer preferences and technological advances disrupt the sector. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions...
2020-01-2820 min
Disruptive Forces in InvestingCLOs and Late Cycle Credit InvestingHow should investors be thinking about the loan market as the bifurcation in credit continues? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be m...
2020-01-1515 min
Disruptive Forces in InvestingDisruption Outlook: The Political Game of Breaking up Big TechHow might the technology sector fare as antitrust claims put tech giants under fire? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made b...
2019-12-2016 min
Disruptive Forces in InvestingDisruption Outlook: Trade War & Tariffs In emerging markets, it is critical for investors to separate signals from the noise as uncertainty around trade policy continues. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of a...
2019-12-1020 min
Disruptive Forces in InvestingDisruption Outlook: The Politics of HealthcareWhere are investors finding opportunities as the healthcare sector faces political uncertainty? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on a...
2019-11-2617 min
Disruptive Forces in InvestingHuman Capital Management and Investment Decision-MakingInvestors are increasingly interested in how companies are managing their workforce to drive growth and profitability over the long-term. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. I...
2019-11-1210 min
Disruptive Forces in InvestingQuantamental: A New Dimension of Active InvestingThe collaboration among quantitative and traditional investors are complementing and enhancing the investment process, sparking a revolution in active management. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of a...
2019-10-3017 min
Disruptive Forces in InvestingPrivate Credit: The Rise of a Core Asset Class Hear about the development of private credit as investors search for yield. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on a...
2019-10-1515 min
Disruptive Forces in InvestingDisruption Outlook: Negative RatesWhat are the investment implications of this unusual bond market environment? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an i...
2019-10-0119 min
Disruptive Forces in InvestingImpact Investing: A Shifting Mindset Across Public and Private MarketsImpact investing has come to the forefront as investors have increased interest in understanding the social and environmental impact of their portfolio alongside investment performance. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain f...
2019-09-1713 min
Disruptive Forces in InvestingActivist Investing: The New NormalShareholder activism has gained traction among investment managers as a means to implement meaningful change to improve long-term profit potential. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of a...
2019-09-0317 min
Disruptive Forces in InvestingLate Cycle Investing: What's Next?What might be next for investors as the next downturn seems inevitable? www.nb.com/latecycle This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should...
2019-08-2216 min
Disruptive Forces in InvestingFinTech: Competitor or Collaborator?FinTech innovations have changed consumer expectations around financial services—will the incumbent players be displaced, or have they found a way to collaborate? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any inv...
2019-08-0618 min
Disruptive Forces in InvestingClimate Change: A Growing Investment ConsiderationClimate change considerations are becoming an increasingly important part of the investment process—how can investors incorporate these factors into their analysis? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related cou...
2019-08-0521 min
Disruptive Forces in InvestingBig Data: Exploiting an Inefficient MarketIncreasing amounts of digital information offer a new frontier for portfolio managers, allowing investors to evaluate companies on both a fundamental and data driven basis. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain f...
2019-07-2313 min
Disruptive Forces in Investing5G: The Next Generation of ConnectivityThe implementation of 5G networks will allow for greater connectivity, affecting just about every area of the economy—how should investors prepare? This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related cou...
2019-07-2320 min
Disruptive Forces in InvestingAutonomous Vehicles: An Evolution, not RevolutionMichael Barr, Senior Research Analyst, discusses how the convergence of tech and auto has led to rapid advancements in auto safety features, creating the building blocks for truly autonomous vehicles. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion t...
2019-07-2315 min
Disruptive Forces in InvestingIntroduction to Disruptive ForcesDive into the world of Disruptive Forces, where we explore timely topics changing the investment landscape and new opportunities as a result of these movements. This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain f...
2019-07-2301 min