Neuberger Berman

Investment Week is pleased to announce the winners of our second Specialist Investment Awards, designed to recognise boutique & specialist fund managers and passive investing.

With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.

Asset class has grown over past decade

Investors still appear willing to take risk, but this remains a very unloved equity market rally - led by defensive sectors such as consumer staples and utilities, writes Erik Knutzen, chief investment officer—multi-asset class at Neuberger Berman.

From both issuers and investors

Should 'alleviate financial shocks'

Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...

Brad Tank, chief investment officer - fixed income, Neuberger Berman, discusses the major transition in central bank philosophy that has appeared in recent weeks.

US Equity Value fund also renamed

Said likelihood of recession is around 25%