Neuberger Berman market views, organized for advisors.

Valuations have compressed significantly over the past year, yet equity returns have remained strong, a departure from typical market behavior.

This orderly de-rating, with the S&P 500's forward P/E falling from 23x to 19x, is attributed to surging earnings providing...

Chair Warsh's Jackson Hole speech signals a more hawkish Fed, emphasizing inflation and AI's growth potential.

He views inflation as persistent, citing broad-based price increases, and sees AI as a structural growth driver, not just a sector story.

Markets are overpricing future rate hikes this year.

We see a different path, with consensus expectations likely to prove wrong.

Japan's equity market is transitioning, moving beyond its focus on balance sheet improvements to embrace a new era of earnings expansion.

This shift presents compelling opportunities for investors seeking growth.

The Federal Reserve's commitment to holding interest rates steady throughout the year presents a stable backdrop for investment strategies.

This predictable environment offers opportunities for income-focused portfolios and those seeking to capitalize on steady market conditions.