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Asset Allocation Committee Outlook 2Q20

Contagion

Attempts to flatten but lengthen the growth curve of COVID-19 infections through social distancing and self-isolation will hopefully save lives and keep healthcare systems running. The price to pay is a steep reduction in economic activity. In this quarter’s Outlook, the Asset Allocation Committee asks: When will the worst of the COVID-19 outbreak be over? What will be the likely economic impact and the fiscal and monetary response? What might that mean for market pricing and volatility? And what does that imply for asset allocation in the immediate term, and over the next 12 months?

Read more...

See also, Neuberger Berman's latest Expert Update video on Credit Dynamics:

Senior credit professionals Ashok Bhatia, Deputy CIO in Fixed Income, David Brown, Co-Head of Global Investment Grade Fixed Income, Susan Kasser, Co-Head of Private Credit and Joseph Lynch, Global Co-Head of Non-Investment Grade Credit discuss the market implications and potential opportunities arising from the recent unusual market dynamics.

 


 

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