As we wrap up on the past year, many would agree that the predominant market trend that impacted investors would have to be inflation. In 2022, inflation levels rose to the highest we have seen in four decades. How did we get here? Looking ahead to 2023, we evaluate how today’s inflation story could play out. When might we expect this principle of gravity to come to fruition? Or is this a new normal that the investment world needs to acclimate to? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Olumide Owolabi, Portfolio Manager for Global Fixed Income, and Raheel Siddiqui, Senior Investment Strategist for Global Equities where they break down the dynamics of today’s inflationary environment and opine on how investors could navigate the market.

 

 

This communication is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

 

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

 

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.

 

© 2022 Neuberger Berman Group LLC. All rights reserved.