Disruptive Forces in Investing

Latest Episodes:

Making the REIT Move in Real Estate Jun 15, 2021

Show notes

With 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 on what happened in REITs markets globally throughout the pandemic and discuss what trends have appeared as a result of this new 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 investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of recording and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks including the possible loss of principal. Investments in hedge funds and private equity are speculative, involve a higher degree of risk than more traditional investments and are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

When Do Commodities Become a Hot Commodity? Jun 01, 2021

Show notes

Since the early beginnings of civilization, commodities, such as grains, metals and coffee among others, have been a vital part of global commerce. Today, however, we are seeing a number of factors on the rise that could impact the commodities market. While ESG topics remain an important part of global citizenship, are they a boon or a threat to commodity markets? And how will commodities be impacted as we move forward into the "new normal" of a post-COVID economy? On this episode of Disruptive Forces, Hakan Kaya, Senior Portfolio Manager for commodities strategies, joins Anu Rajakumar to discuss what makes this asset class particularly interesting from an asset allocation perspective, how it may fare in an inflationary environment and more.

The views expressed herein may include those of the Neuberger Berman Multi-Asset Class (MAC) team and Neuberger Berman's Asset Allocation Committee (AAC). The views of the MAC team and the AAC may not reflect the views of the firm as a whole, and Neuberger Berman advisers and portfolio managers may take contrary positions to the views of the MAC team. The MAC team and the AAC views do not constitute a prediction or projection of future events or future market behavior.

Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factors and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

Public vs. Private Credit: Competitors or Allies? May 18, 2021

Show notes

Over the course of more than a decade following the Global Financial Crisis, private markets have grown immensely. And in particular, private debt has been in high investor demand as a result. But has the COVID-19 financial crisis given a similar boost to private credit as the GFC did years ago? And what is the dynamic at work when it comes to the greater borrower universe? Are public and private fixed income conflicting forces, or perhaps joint forces, in portfolio development? On this episode of Disruptive Forces, Susan Kasser, Head of Private Debt, and Ashok Bhatia, Deputy CIO of Fixed Income join Anu Rajakumar to help answer these questions that could be on investors' minds, as well as share their perspectives about their respective asset classes in light of current market conditions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

Post-Crisis Investing for the Long Haul May 04, 2021

Show notes

After 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 possibilities could be over the course of the next decade and beyond.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

The Rising Tide of Equity Duration Apr 20, 2021

Show notes

With 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 change in today's economy.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

Striving for a Net-Zero Investment Climate Apr 06, 2021

Show notes

With climate change continuing to be a predominant issue impacting the globe, investors have been increasingly considering net-zero carbon emission approaches during portfolio development. In order to reduce the world's carbon footprint by 2050, companies and individuals alike would need to pledge to decrease their greenhouse gas emissions to be in line with Paris Climate Agreement. But how can investors align both their long-term investment objectives as well as their values in investing? Alex Gitnik, Managing Director and Client Portfolio Manager, along with Hank Elder, Vice President of ESG and Impact Investing, share more with Anu Rajakumar on their perspectives, both in the philosophy and practice, of this important aspect of environmental, social and governance factors in asset management.

Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

What Are Women Doing About Wealth? Mar 23, 2021

Show notes

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 perspective as a female investment professional as well as discuss trends across wealth management and women who invest today.

Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

NB Votes for Meaningful Change Mar 09, 2021

Show notes

Last 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 Forces to discuss the proxy voting process and what will be highlighted in the proxy season ahead.

Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

The Workhorse for 5G Feb 23, 2021

Show notes

With society continuing to rapidly rely more and more on the Internet of Things, telecom companies have needed to find ways to stay competitive. Back in December 2020, the FCC ran a C-band spectrum auction for some of the largest operators in telecom in the U.S., giving them the ability for faster speeds to power their networks. But what does that mean from a global investment standpoint? And how will the winner of this auction be able to pay out such a large sum for that competitive edge? Senior Credit Research Analyst, Darren Carter, joins Anu Rajakumar on Disruptive Forces to discuss the various implications this auction could bring to the market as well as the world of 5G technologies today.

Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

How to Sustain Sustainability Feb 09, 2021

Show notes

ESG, 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.

Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit http://www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.

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