Q2 2024 Active Management Review: Momentum Keeps Rolling

Japan's Private Sector Growth Renews While Price Pressures Intensify

Asia's AI Chip Trade Growth Continues To Boom

Weekly Report: what happened at JPXN last week (0715-0719)?

Weekly Market Outlook: U.S. PCE, GDP, And Earnings Expected To Drive Volatility

Home Market Outlook Today's Market Weekly Market Outlook: U.S. PCE, GDP, And Earnings Expected To Drive Volatility. This week, markets were influenced by trade war fears, US political developments, and a global cyber outage. In Asia, the Japanese yen weakened, and Chinese authorities remained silent on economic goals. Next week, US PCE and GDP data will be key drivers of market volatility.

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates. Headline CPI inflation stayed at 2.8% YoY in June for a second month. Core inflation excluding fresh food accelerated to 2.6% in June. We think a reacceleration in service prices should give more confidence to the Bank of Japan.

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Japan Remains A Key Theme For Global Investors

In June, Neuberger Berman’s Japanese equities team visited over 70 clients across 30 cities in Europe and North America to discuss Japan's long-term investment opportunities. The company says Japan's transformation is still in the early innings and is an attractive opportunity to create value for investors. The macroeconomic picture looks healthy with Japan on the cusp of inflation and real wage growth.

Weekly Report: what happened at JPXN last week (0708-0712)?

2024 Midyear Global Outlook: Waves Of Transformation

Home Market Outlook Today's Market 2024 Midyear Global Outlook: Waves Of Transformation. We see a new wave of investment into the real economy, transforming economies and markets. The world could be undergoing a transformation on par with the Industrial Revolution. The race to build out AI, the low-carbon transition and the rewiring of supply chains could spur major capital spending.

Global Market Perspectives Q3 2024: Losing Some Of The Shine

U.S. Growth is softening as lower-income households feel the bite of higher interest rates. There is U.S economic moderation, but cyclical upturns elsewhere. A first Fed rate cut could occur in September. Global inflation will unlikely reach central bank targets until late 2025.

Q3 2024 Equity Market Outlook

Home Market Outlook Today's Market Q3 2024 Equity Market Outlook: Neuberger Berman 2.93K Followers. We expect further corporate earnings growth across sectors, fueled by rising household net worth and a global industrial rebound. We recommend overweighting technology, communications and consumer discretionary stocks.

The 4 Factors Causing Bubbles

Financial bubbles are caused by new technology, easy credit, amnesia about past bubbles, and abandonment of traditional stock valuation methods. Federal Reserve's aggressive monetary policies since 2008 have inflated balance sheets and created a wealth effect. Herve van Caloen: In the mid-1980s, Japan was enjoying the mother of all bubbles.

Weekly Report: what happened at JPXN last week (0701-0705)?

Global PMI Signals Cooler Services Inflation In June, But Goods Prices Show Further Rise

Global PMI Upturn Cools From One Year High As Outlook Darkens

Global economic growth slowed in June but remained the second-strongest seen for just over a year. The US bucked a broader developed world slowdown, with output growing at the steepest pace since April 2022. The global economy expanded for an eighth consecutive month in June. Business expectations for the year ahead are lowest for seven months.

Global Macro Outlook: Third Quarter 2024

Home Market Outlook Economy Analysis Global Macro Outlook: Third Quarter 2024. The global economy moved along as expected, with some slowing but not enough to trigger a recession. The slowing is contributing to disinflation and bringing economies back into balance. Rate cuts have begun in key markets.

Midyear Equity Outlook - Investing Beyond The Megacaps

Home Investing Strategy Portfolio Strategy Midyear Equity Outlook - Investing Beyond The Megacaps by Nelson Yu. The best performing sector has been technology with all of the AI powering the technology gains. Inflation has actually been more selective than the world expected. Lagging the stock market is consumer, not surprisingly.

A Stronger U.S. Dollar - Will EMS Feel The Pinch?

A Stronger U.S. Dollar - Will EMS Feel The Pinch? in 2024. The US dollar has strengthened notably in 2024 with the shift in market expectations to higher rates for longer in the US. A strong US dollar could have consequences for emerging markets (EMs) specifically. However, we believe EMs as an asset class will be more resilient to the consequences of a stronger dollar.

Top 5 Takeaways From June's Global Survey Data As Manufacturing Price Inflation Accelerates