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15 posts tagged with "Neuberger Berman Llc"
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Money manager Neuberger Berman analyzes the slow decline of the US dollar's status among world currencies. "But is a declining dollar necessarily a bad thing? And what are the potential consequences of a weak dollar? Here are some broad observations about the impact of dollar valuation change - assuming the dollar's value will decline - and what it means to investors."
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"We are relieved to hear of progress in dealing with Japan's nuclear crisis and continue to track events there carefully. Meanwhile, the sentiment of global political uncertainty grows stronger with the allied intervention in Libya and the prolonged crisis conditions in the Persian Gulf. Still, while we recognize that there will be near and mid-term shocks to the system, we believe that these factors are unlikely to derail the current economic expansion. Japan is no longer a key driver of global growth, and Libya has already curtailed oil production. Other risks remain, including unrest in Bahrain, food and commodity inflation and sovereign debt."
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Money manager Neuberger Berman favors an overweight of equities over bonds, with a balance of dividend-producing and cyclical stocks, as well as some exposure to higher risk/return profile investments including high yield and emerging market stocks. In a generally muted economic environment that carries a variety of risks, they believe that security selection will be highly important to investment performance across asset classes in the year ahead.
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Money manager Neuberger Berman discusses its 2011 outlook for international and emerging markets. They believe that what appears to be a generally moderate economic recovery will remain on track, although sovereign debt issues and associated austerity measures in Europe, as well as increasing protectionist tendencies in emerging markets, pose risks.
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The Fixed Income team at money manager Neuberger Berman provides their comprehensive 2011 fixed income outlook. The past year has seen periods of uncertainty in the fixed income market but has also generally provided strong results for spread (non-Treasury) sectors. Looking toward 2011, they believe that, despite several headwinds, the modest U.S. economic recovery is likely to continue and that interest rates will likely remain low. This, in turn, should provide a positive environment for sensible risk-taking and could lead to further outperformance by non-Treasuries moving forward.
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Posted by Thomas Wilson on 12/6/10 12:51 pm
Matthew Rubin, Director of Investment Strategy at money manager Neuberger Berman, analyzes the market fundamentals and returns over the past ten years. "The past decade has not been kind to equity investors, with the S&P 500 posting a roughly flat return over the 10 years ending October 31, 2010. Even with recent market gains, investment flows and price volatility appear to reflect continued risk aversion and skepticism about stocks - something that has prevailed since the credit crisis of 2008."
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Although the third quarter was a bumpy ride, increasing clarity in the financial markets helped reinforce many of the Neuberger Berman Asset Allocation Committee's long-held positions on core asset classes, and refine its positions on a number of peripheral asset classes. Overall, the Committee is maintaining its positive outlook for U.S. equities based on improving macroeconomic fundamentals and investor confidence. With debt markets stabilizing in developed countries and high GDP growth forecasts for emerging markets, the Committee is upgrading its international equities outlook.
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The impact of GDP growth on stock market performance varies with each country and is influenced by other factors. We believe that earnings growth can be a better indicator of stock market performance than GDP growth. We also believe the size of the domestic economy, stock market structure, and valuations affect stock market returns.
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Neuberger recaps 2010 from a global and domestic point of view. Perhaps more importantly, where is the market and economy going from here? What better way than to hear the thoughts of Neuberger portfolio managers from four different investing arenas: US equities, global fixed income, global equities, and currencies. Get their perspective on the same issues from all four angels.
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Posted by Valerie De Vol on 5/17/10 6:59 am
In the months since our last Investment Quarterly, we have maintained our view that investors who may have shifted their portfolio weightings to safer assets should consider reevaluating their portfolio allocations based on their long-term investment goals and objectives. Yes, some market concerns have emerged earlier than anticipated, and were reflected by a modest correction in late January and early February - something that many forecasters were anticipating for the second half of 2010. However, fundamentals have generally been improving, with companies showing gains in revenues and profits.
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