Disruptive Forces in Investing

Despite the volatility since March, credit markets have in fact seen opportunities as a result of the COVID-19 crisis. In this episode, David Brown, Senior Portfolio Manager and Global Co-Head of Investment Grade Credit, and Joe Lynch, Senior Portfolio Manager and Global Co-Head of Non-Investment Grade Credit, speak with Ashok Bhatia, Deputy CIO of Fixed Income, on how global credit markets have r...

In light of recent events surrounding racial inequality, many of us may wonder about the challenges that ethnic minorities face across industries. In this episode, Patricia Miller Zollar, Managing Director and Head of NorthBound Equity Partners here at Neuberger Berman, in conversation with guest moderator Gabe Feghali, discusses what is happening in the Private Equity space in regard to investing...

As we have concluded this year's inaugural advanced proxy vote disclosure initiative, NB25+, Jonathan Bailey, head of ESG Investing, in conversation with Chairman and CEO, George Walker, discuss the importance of advanced vote disclosure, how engagement with portfolio companies is at the core of the investment process and what lies ahead for the next proxy voting season.   This podcast includes ge...

As the insurance industry has been potentially facing one of the biggest losses in history due to COVID-19, what lessons can we take from the past that could allow us to find opportunities in the future? Peter DiFiore, PhD, Managing Director of Insurance-Linked Securities, sits down with us to discuss the history of Insurance-Linked Securities, the impact of COVID-19 along with what the future mig...

Despite 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 n...

During 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 investm...

Over 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 inclu...

On Thursday, April 2, Senior Health Care Analyst, Terri Towers, spoke with us to discuss her views on the implications of COVID-19 on the healthcare sector. Looking at the progression and outlook for the pandemic, Terri focuses on the impact on the healthcare industry itself: where are the stressors, which areas will be hit the hardest and what is the long-term view of the impact to this sector.  ...

With 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 constitu...

Data 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...

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 recommendati...

How 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. T...

How 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 commun...

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 recommendatio...

Where 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....

Investors 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 recomm...

The 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 o...

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 i...

What 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...

Impact 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 investme...

Shareholder 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, o...

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...

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 o...

Climate 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...

Increasing 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, ac...