Neuberger Berman: In the future, we will focus on the two long-term tracks of global technology and resources, and have unwavering confidence in China's long-term development prospects.

Neuberger Berman: In the future, we will focus on the two long-term tracks of global technology and resources, and have unwavering confidence in China's long-term development prospects.

Founded three years ago, Neuberger Berman Fund is facing a great opportunity for accelerated growth. On July 15, George Walker, Chairman and CEO of Neuberger Berman Group, stated at the Neuberger Berman Fund "New Journey · New Opportunity" themed event: Neuberger Berman is firmly convinced of China's long-term development prospects and is determined to become an important participant in this process. "(We) are not mere visitors, but rooted here as long-term partners looking toward the future." On the same day, when facing guests from various institutions including banks, brokerages, asset management, and private equity, Liu Song, President of Neuberger Berman Asia Pacific and Chairman of Neuberger Berman Fund, said Neuberger Berman will focus on two major long-term global tracks: technology and resources. Relying on the deep integration of global research capabilities and local Chinese insights, the company will continue to create differentiated value for investors. George Walker, Chairman and CEO of Neuberger Berman Group, stated in his speech that Neuberger Berman was among the first to enter the Chinese market in 2008. After years of development, it has built a comprehensive footprint covering public fund management, private asset management, and QDLP business. Since Neuberger Berman Fund Management (China) Co., Ltd. officially started its business at the end of 2022, the company has been committed to building a solid platform, investing in localization capabilities, and deepening cooperation with China's financial ecosystem. Currently, Neuberger Berman's onshore asset management scale ranks among the top of foreign-funded public fund companies operated by global asset management institutions in China. George Walker emphasized that Neuberger Berman is firmly convinced of China's long-term development prospects and is determined to become an important participant in this process. "(We) are not mere visitors, but rooted here as long-term partners looking toward the future," he said. Liu Song, President of Neuberger Berman Asia Pacific and Chairman of Neuberger Berman Fund, reviewed the company's journey in the Chinese market in his keynote speech. He pointed out that Neuberger Berman Group, after more than 85 years of development, has formed a unique global asset allocation capability and cross-border business experience. These accumulations are integrated into the company's risk control system and investment philosophy, forming its distinctive professional foundation. Over the past three years, Neuberger Berman Fund has gradually completed the leap from infrastructure construction to systematic operation, establishing a diversified product matrix covering Hong Kong Stock Connect, quantitative investment, and more. Liu Song said that in the future, Neuberger Berman will focus on two major long-term global tracks: technology and resources, relying on the deep integration of global research capabilities and local Chinese insights, and will continuously create differentiated value for investors. During the keynote speech, several global senior investment professionals of Neuberger Berman Group shared their analyses. Yan Taw Boon, Asia Thematic Equity Lead at Neuberger Berman Group, focused on "Valuation Repositioning · Technology Riding the Wind", analyzing investment opportunities in the global technology sector in depth. He pointed out that industries related to AI computing power, broadband storage, optical communications, and electrical cooling are experiencing structural growth; the semiconductor industry has entered a "golden cycle", and the sectors related to AI infrastructure such as optical communications and electricity will continue to have tremendous potential in the next 3 to 5 years. Jeff Blazek, Co-Chief Investment Officer for Multi-Asset at Neuberger Berman Group, shared optimal paths for asset allocation in the new market landscape, focusing on diversified allocation. He noted that AI construction expenditure has become an important driving force for the overall economy, and about half of the past year's U.S. economic growth was related to AI and technology spending. Jeff Blazek advised investors to "keep investing, stay optimistic, but make choices." The directions he is most optimistic about at present include AI infrastructure construction, emerging markets (especially Mainland China and South Korea), European bonds, as well as energy and metals. The event also included the Neuberger Berman Fund brand upgrade and new launch ceremony, marking a new stage of development for the company in the Chinese market. "(Neuberger Berman) will stand on professionalism and aim for the long term, accompanying everyone to progress steadily and go far," Liu Song said. 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