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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisIt was great to participate in the Thailand Global Investment Workshop in Bangkok, co-hosted by Institutional Investor and the Government Pension Fund of Thailand. In a market environment that’s increasingly complex, the conversation centered on geopolitics, AI and what portfolio resilience can look like when the range of outcomes feels wider than usual. Prashant Singh shared his perspectives on Emerging Market Debt, walking through how shifting global dynamics, currency movements and evolving risks are shaping opportunities across EM. Thank you, Prashant, for the thoughtful discussion and we look forward to continuing the conversation.
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisFunds managed by Neuberger Private Markets served as co-lead investor alongside Apollo Global Management, Inc. in a $780 million continuation vehicle extending Abry Partners’ partnership with Centauri Health Solutions, Inc, a healthcare technology platform serving health plans and insurers across Medicare Advantage and Medicaid. Since Abry Partners' 2020 acquisition, Centauri's payer business has tripled revenue and more than quadrupled of EBITDA, with consistent double-digit organic growth throughout. Serving more than 60 million members across nearly all leading U.S. health insurance payers, the company has evolved into a mission-critical platform for payer technology and data intelligence. Proceeds are expected to support Centauri's continued organic and inorganic growth strategy as a pure-play payer technology platform. Reflecting on the transaction, Ethan Falkove, Managing Director, Neuberger Private Markets, shared, "Centauri is exactly the type of asset we look for — a high-quality, market-leading platform with mission-critical solutions, durable customer relationships, and a compelling opportunity ahead. Centauri has built something exceptional, and we look forward to supporting their continued success with this partnership." Read more about the announcement here: http://spklr.io/6049E3qyv View disclaimers here: http://spklr.io/6040E3qya
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisNeuberger is pleased to announce an agreement with Sumitomo Mitsui Banking Corporation (SMBC Group) to establish a joint venture that will act as a general partner in Japan, establishing and managing Japan-focused private debt funds that primarily invest in leveraged buyout senior loans. The first initiative of its kind in Japan, uniting a leading Japanese bank and an independent global investment manager with uniquely complementary credentials. This partnership brings together SMBC Group's deep origination capabilities as a leading LBO lender and Neuberger's private markets expertise dating back to 1987, with the support of Neuberger's Private Debt team. "As Japan's buyout market expands, a more diversified lender base will deepen the market and strengthen the stability of capital provision," said Ryo Ohira, Managing Director and Head of Neuberger East Asia. "Through our partnership with SMBC, we aim to deliver capital that balances swift decision-making with prudent risk management, ultimately contributing to the competitiveness and vitality of the Japanese economy." Read the full announcement here➡️http://spklr.io/6042EKqwa View disclaimers: http://spklr.io/6043EKqwx
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Marcus Lee, CFA shared thisWe are hiring for a motivated Analyst or Associate - this will be a new headcount supporting our Institutional Sales efforts in Southeast Asia, Hong Kong and Taiwan, across both public and private market investments. Please do apply or share with your network!
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisWishing you and your loved ones a joyous and blessed Eid Mubarak. May this special occasion bring happiness, peace, and prosperity to your life.
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisPrivate equity secondaries have moved from niche to necessary. With $240 billion in transaction volume in 2025, GP-led deals now close to half of all secondary activity, and private markets NAV nearly double what it was in 2019 — the headroom for growth remains significant. But the more important question for asset allocators isn't whether to have secondaries exposure — it's how to participate, and when. In this latest piece with AsianInvestor, Victor Ko, Managing Director, explores: ● Why the structural tailwinds underpinning this market are durable — not cyclical ● Why the current environment may represent an unusually attractive entry point ● Why in a market this complex, manager selection is not a secondary consideration – it is a primary one. Read the full article here → https://lnkd.in/eeBM5nfe
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisCrisil Coalition Greenwich has recognized Neuberger as one of the Best Asset Managers for Institutional Investors in the U.S. for 2025, marking a second consecutive year receiving an award. This distinction is based on feedback gathered in Crisil Coalition Greenwich’s annual U.S. Institutional Investors Study, which evaluates managers on a balanced set of investment and service dimensions. Awards are not the destination, yet they do reflect the partnerships we strive to build with institutional clients and the phenomenal work of our teams. Thank you to our clients and colleagues for the collaboration that makes recognitions like this possible. More on the awards here: http://spklr.io/6044BASau View disclaimers: http://spklr.io/6046BASar
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisIn our latest Private Markets Outlook, we discuss why we believe private markets may be nearing an inflection point, presenting both new opportunities and risks, and putting an even greater premium on manager selection. This chart—highlighting global private equity returns by vintage and quartile—demonstrates the significant value that underwriting discipline and operational excellence can deliver. In this environment, we believe investors should consider managers with attractive track records, operational expertise and strong alignment with their LPs. For a closer look at ongoing shifts within private markets and their potential implications for investors, read the full Outlook here: http://spklr.io/6040BPMnM
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Marcus Lee, CFA reposted thisMarcus Lee, CFA reposted thisToday we share the final close of NB Private Debt V at $7.3 billion inclusive of leverage, which exceeded the original target. The Fund aims to invest in senior secured first lien and unitranche loans to private equity owned companies in the U.S., supported by a diverse range of global institutions. “We are deeply grateful for our investors’ ongoing trust and support,” said Susan Kasser, Head of Neuberger Berman Private Debt. “Capital preservation is our first priority. Since inception, our annualized default and loss rates remain low at just 0.02% and 0.01%, respectively, as our assets under management continue to grow.” Launched in 2013, Neuberger’s private debt business manages $24.3 billion across evergreen and closed-end funds; leads or co-leads 98% of originated loans; and has the capacity to commit over $800 million per transaction. View disclaimers here: http://spklr.io/6045BMReN
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisThe AI investment narrative is evolving. While much of the focus has been on increasingly powerful foundation models, the next chapter may be shaped by agentic AI and the real-world infrastructure required to support its widespread adoption. In a recent interview with MONEY FM 89.3, Y T Boon, Head of Thematic-Asia, discussed the infrastructure constraints common to both the U.S. and China—and why bottlenecks across semiconductors, power generation, grid modernization, and data centers could become some of the most important themes for investors to watch. Listen to the interview: http://spklr.io/6046EujyY
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisGlobal private equity exits are on track for yet another strong year, potentially extending the year-on-year recovery in divestment activity and investor distributions since 2024. A surging IPO market could help drive PE-backed listing volume, potentially back to 2021 record levels. Read the full insight: http://spklr.io/6045EuXCB For professional client use only.
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisWhat if "indexing" wasn't just about tracking markets, but about expanding choice? Had a great session with our IFA partners recently, introducing the new indices for AIA Singapore's new Indexed Universal Life offering. The conversation wasn't about predicting markets. It was about giving clients more ways to participate in them. Three new indices. Two built on the strength and innovation of the S&P 500. One built around a diversified multi-asset approach. Different designs. Different risk-return characteristics. One common objective: More choice. More flexibility. More relevance for clients navigating an increasingly uncertain investment landscape. Always energising to engage with advisors who challenge assumptions and keep the focus where it belongs: helping clients achieve better outcomes. #Investment #IUL #FinancialAdvisers #AssetAllocation #AIASingapore Shirley Lee Kelvin Kua Wendy Lim Choon Siong L. Ong Henry-HK
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked this🇭🇰 Hong Kong or 🇹🇼 Taiwan? Where should this jacket go? 🧐 I was testing out how my Jensen-signed leather jacket looks next to the window displays at Sotheby’s Landmark Chater in HK! But with "Jensanity" and tech pride running deepest in Taiwan, I’m facing a dilemma on the best auction venue ... With recent market turbulence and panic sell-offs in tech, is a signed Jensen jacket the ultimate safe-haven asset? 😅 Jokes aside, I truly believe the structural thesis of the global AI build-out remains unstoppable. That’s why I’m going ahead with auctioning the jacket—with 100% of the proceeds dedicated to funding university AI research! So, where does it belong? HK luxury stage or Taiwan tech epicenter? Drop your thoughts below! 👇 #AI #Semiconductors #NextGenConnectivity #JensenHuang #Sothebys
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisBuilding on our momentum in expanding our Wealth Solutions offerings, we are incredibly proud to announce the launch and strong initial capital-raise for our 8th VCC fund, in partnership with BlackRock. The APAC Multi-Asset strategy offers our affluent and private banking clients one-stop exposure across equities, fixed income, and liquid alternatives in one of the world's most dynamic regions. Active allocation levers help navigate volatility while targeting attractive income and growth. Grateful to BlackRock for their partnership, and to my team for making this happen! https://lnkd.in/gM_FNw8J Sumeet Bhambri Dany Dupasquier Max Pang Nataniel Tang, CFA John Liao, CFA Bryan Cheung, CFA Gerald KwekStandard Chartered partners BlackRock to launch Asia Pacific multi-asset fundStandard Chartered partners BlackRock to launch Asia Pacific multi-asset fund
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisPromotion season is always fascinating to watch. Every so often, I notice the warmer smiles, the generous compliments, the sudden eagerness to be seen. Perhaps it has always been there, but during promotion season it simply becomes more obvious. I'll admit, I've never been comfortable with that kind of behavior. Not because ambition is wrong—ambition is healthy—but because admiration that appears only when influence is involved rarely feels genuine. Years ago, someone shared an analogy that has stayed with me. That story of the Defence Attache and the analogy of the Ceramic vs Styrofoam cup. And how we only deserved the Styrofoam cup. That Ceramic cup my dear boy, is just because of what people perceive you are the gatekeeper of. Reflecting on that, some people do treat others like ceramic cups. They handle them with care because they perceive value. Others are treated like Styrofoam cups—useful for the moment, disposable once they've served their purpose. I've seen both. I've also seen how quickly some ceramic cups become Styrofoam cups when titles change, influence fades, or someone is no longer seen as useful. Relationships that once felt warm suddenly become distant. Respect becomes conditional. Then again, perhaps this is simply human nature. Organizations create incentives, and people respond to those incentives in different ways. The question I find myself asking is not whether others behave this way. It is whether, knowingly or unknowingly, I encourage it. Have I rewarded the wrong behaviors? Have I mistaken deference for competence? Have I made it harder for people to speak honestly? Those are uncomfortable questions, but they are probably the ones that matter most. The longer I work, the more convinced I become that good leadership is not strengthened by surrounding ourselves with agreeable people. It is strengthened by surrounding ourselves with authentic people—those who are willing to challenge our thinking, disagree respectfully, and tell us what we need to hear despite it being difficult instead of what we want to hear. And willing to go the extra mile to work with you on solutions, rather than just pinpointing problems. Perhaps that lesson extends beyond our workplaces. Whether we lead a team, an organization, or even a country, I realize that leadership becomes fragile when it is insulated by flattery and protected by yes-men. Progress rarely comes from echo chambers. It comes from leaders who welcome honest counsel and from people who have the courage to give it. Titles come and go. Influence comes and goes. Character is what remains. #Leadership #Governance #Authenticity #OrganizationalCulture #Character #Trust #LeadershipLessons
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisRecently, I shared a tribute to my dachshund Momo (link shown below) who brought so much joy into my life. We’re opening a new chapter with a special addition to the family, adopted from Hong Kong Dog Rescue (HKDR): Miso! 🐾 She’s stepping into Momo’s big paws to carry on his legacy—keeping me grounded and making sure I actually step away from the market charts on weekends. Miso’s littermate brother, Zeb, is still waiting for his new home at HKDR. If anyone in Hong Kong is considering adopting a rescue pup, please take a look at Zeb! 🐶❤️ Wishing everyone a warm, restful weekend with family and loved ones! ☀️ 📌 P.S. If you missed it, you can read my previous tribute to Momo here: https://lnkd.in/gakagVHq
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked this𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗽𝗮𝗽𝗲𝗿 𝘁𝗼 𝗯𝗲𝘁𝘁𝗲𝗿 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗹𝗲𝗴𝗮𝗹 𝗮𝗻𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗼𝗳 𝗰𝗮𝗿𝗯𝗼𝗻 𝗺𝗮𝗿𝗸𝗲𝘁𝘀, 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗮 𝗴𝗼𝗼𝗱 𝗽𝗹𝗮𝗰𝗲 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁. I have been reflecting on 𝙁𝙤𝙪𝙣𝙙𝙖𝙩𝙞𝙤𝙣𝙨 𝙛𝙤𝙧 𝙩𝙝𝙚 𝘾𝙖𝙧𝙗𝙤𝙣 𝙈𝙖𝙧𝙠𝙚𝙩, published by GenZero, Eng and Co. LLC, PwC Singapore, and the Singapore Sustainable Finance Association (SSFA). It is an excellent and accessible overview of the legal, accounting and regulatory foundations needed for carbon markets to scale. 𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: ⚖️ 𝗚𝗿𝗲𝗮𝘁𝗲𝗿 𝗹𝗲𝗴𝗮𝗹 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 on the proprietary nature of carbon credits can support trading, custody, security interests, and financing, particularly once credits have been issued. 🏦 𝗟𝗲𝗴𝗮𝗹 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 𝗮𝗹𝗼𝗻𝗲 𝘄𝗶𝗹𝗹 𝗻𝗼𝘁 𝘀𝗼𝗹𝘃𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗯𝗮𝗻𝗸𝗮𝗯𝗶𝗹𝗶𝘁𝘆. Lenders will still focus primarily on project cash flows, delivery risk, and enforceable security over the broader project assets. 🔍 𝗠𝗼𝗿𝗲 𝘄𝗼𝗿𝗸 𝗶𝘀 𝗻𝗲𝗲𝗱𝗲𝗱 on when a carbon credit legally comes into existence, the respective roles of registries and crediting programmes, and how revocation or cancellation rights affect the permanence and stability of issued credits. 🌏 𝗛𝗼𝘀𝘁-𝗰𝗼𝘂𝗻𝘁𝗿𝘆 𝗹𝗮𝘄 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹, particularly where governments may restrict issuance, transfer, authorisation, or corresponding adjustments. 📊 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘁𝗿𝗲𝗮𝘁𝗺𝗲𝗻𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀. The accounting treatment of carbon credits can have meaningful implications for earnings volatility, regulatory capital, and the structuring of forward purchase agreements. A very thoughtful contribution to an increasingly important discussion. Thank you Ting Sim, Randall Perera, Louisa Quek, Rachel Eng, Eu-Lin Fang, and Wai Kit Lee for sharing your insights through this paper. 🔗 Read the full report here: https://lnkd.in/gJGzT66x #carbonfinance #climatechange #netzerofuture #carbonmarkets #carbonoffsets
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Marcus Lee, CFA liked thisMarcus Lee, CFA liked thisKL debut for my Jensen-signed jacket! ⚡ Incredible bringing our thesis back to my hometown, Kuala Lumpur. Key question: how to view the recent tech sell-off? “Ghost” stories have driven market volatility but there are no "ghosts" in fundamentals. Alphabet’s +82% Q2 cloud growth and raised $200bn capex proves AI momentum is accelerating. Market correction is a healthy self-regulation: * Unhindered Capex: Price hikes are not impacting critical AI infrastructure. * Locked-in ROI: Google’s $514bn cloud backlog means hyperscalers are delivering growth. * Limited Oversupply Risk: Bottlenecks prevent overcapacity for the next 3-4 years. Amazing energy presenting alongside Bryant Loh and Rachel Tan. Onward! 📈
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Neuberger Berman
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Javier Corominas
With supply starting to wane, and some decent NAV discounts to be had in public markets, its only natural to ask : What value do REITS add to a portfolio? My colleague Tianchen Peng has shown that when thinking in terms of macro regimes, REITs are an efficient growth engine and portfolio diversifier except in high growth, high inflation scenarios. This is from data going back almost three decades, and with three climactic recessions to boot. Efficient frontiers, better than 1000 words, illustrate the point.
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AHAM Asset Management Berhad
What really drives a stock price? Is it numbers or narrative? And how can investors avoid FOMO and their own worst impulses? As we step into 2026, Terence Ng , Associate Director of Equities at AIIMAN Asset Management, unpacks the real drivers of stock prices, the risks of overpaying, and why long-term investing success is as much about how you behave than just about what you know. Listen to the full podcast on BFM Radio https://lnkd.in/gx6BDUmh #AHAMCapital #Builtontrust #25YearsofTrust #Growwithus #wealth #invest
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Benjamin Low
Ming Yan, Managing Director, is featured in this AsianInvestor Wealth article, where she offers her perspectives on how Asian family offices are navigating today’s complex investment environment. In particular, she highlights the pivotal role of manager selection, the value of portfolio diversification and the importance of maintaining a disciplined investment approach. For the full article: https://ow.ly/j6Cy50WTPyg
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Florence Hui In Tan, CFA
Can a portfolio that is below the efficient frontier be more suitable for you? Possibly, if you have other goals such as Income or Capital Preservation. Eastspring's Multi Asset Portfolio Solutions team shares how they are incorporating a goals-based approach to build better portfolios for investors. Read the report. https://lnkd.in/gRszDCmJ
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