Neuberger Berman market views, organized for advisors.

When a small group of stocks drives most of an index’s gains, market leadership can become fragile.

That kind of concentration often reflects strong momentum, but it can also leave investors exposed if sentiment shifts or earnings disappoint.

The Fed’s latest stance remains hawkish, as persistent inflation expectations and a resilient labor market give policymakers little reason to ease policy soon.

Geopolitical uncertainty is adding another layer of caution, reinforcing the case for keeping rates on hold while...

The U.S.-Iran deal has eased immediate market fears, and the possibility of reopening the Strait of Hormuz is a welcome development for energy flows and broader sentiment.

Even so, this looks more like a temporary reprieve than a lasting resolution,...

Asset-based finance is a large and expanding corner of private credit, with a global market estimated at more than $20 trillion.

Its scale and diversity can make it an attractive source of income for investors seeking alternatives to traditional fixed...

El Niño’s return may intensify food price inflation just as supply chains remain under pressure, creating a more challenging backdrop for markets.

In this environment, commodities could offer a useful hedge against rising input costs and broader inflation persistence.