Opportunity Amidst Uncertainty

Neuberger Berman
3.17K Followers

Summary

  • Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
  • The AAC is broadly positive on global equities, maintaining its overweight positioning on non-U.S. developed markets and an at-target view on U.S. all cap.
  • The AAC has upgraded its positioning on investment grade fixed income, U.S. TIPS and emerging markets debt to overweight from at-target.

Strategy of diversified investment.

tadamichi

By Erik L. Knutzen, CFA, CAIA; Jeff Blazek, CFA; and Maya Bhandari

Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.

This article was written by

3.17K Followers
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 23 countries, Neuberger Berman’s team is more than 2,100 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. That commitment includes active consideration of environmental, social and governance factors. The firm manages $323 billion in client assets as of March 31, 2019. For more information, please visit our website at www.nb.com.For important disclosures: https://www.nb.com/disclosure-global-communications  Contact Us: Advisor Solutions (877) 628-2583 advisor@nb.com RIA & Family Office (888) 556-9030 riadesk@nb.com

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