Neuberger Berman Unveils Tactical Macro Fund

The Neuberger Berman Tactical Macro UCITS fund aims to achieve positive returns regardless of the market environment through identifying market pricing imbalances across a range of asset classes, markets and regions in a risk-managed framework.

BofA: Europe to dodge recession as UK fate looks glum

Surgent, who has over 30 years of experience, is a member of Neuberger Berman's asset allocation committee, which the firm said provided a tactical macro perspective for the multi-asset group.

Based in New York, the manager will also be supported by twelve others within an investment team comprised of CIOs, research analysts, traders and portfolio specialists.

Surgent said: "Recently, the macro investment environment has been characterised by higher inflation, more volatile rates and shifting correlations between public equities and bonds.

"With the launch of this UCITS fund, we can offer investors a strategy that is uncorrelated to traditional asset classes, truly multi-asset and is tactical in views, implementation and risk management."

Neuberger Berman receives approval to set up mutual funds unit in China

José Cosio, head of global intermediary (ex US) at Neuberger Berman, added: "Portfolio diversification is crucial to weather market turbulence.

"With this in mind, we are pleased to offer clients a unique multi-asset macro process that captures short-term dislocating catalyst events, more outward-looking thematic events and diversifiers."

RECENT NEWS

Gyrostat January Outlook: Calm At Multiyear Extremes

This monthly Gyrostat Risk-Managed Market Outlook does not attempt to forecast market direction. Its p... Read more

Gyrostat December Outlook: The Market Does The Work

Harnessing Natural Volatility for Consistent Returns   Markets have always moved more th... Read more

Gyrostat Capital Management: Why Advisers Must Scenario-Plan Both The Bubble And The Bust

The Blind Spot: Why Advisers Must Scenario-Plan Both The Bubble and The Bust In financial m... Read more

Gyrostat Capital Management: The Hidden Architecture Of Consequences

When Structures Themselves Become A Risk In portfolio construction, risk is rarely where we look for it.... Read more

Gyrostat November Outlook: The Rising Cost Of Doing Nothing

Through the second half of 2025, markets have delivered a curious mix of surface tranquillity and instabi... Read more

Gyrostat Capital Management: Blending Managers - From Style Diversification To Scenario Diversification

The Limits of Traditional Diversification For decades, portfolio construction has ... Read more