23 August 2025

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Home / White Papers 2021

Asset Allocation Committee Outlook 4Q 2021

Neuberger Berman
5 November 2021

Clearing the Hurdles

The Asset Allocation Committee’s consensus remains cautiously positive for the coming year. For the first time in 18 months, however, we have started trimming risk in our views, advocating building dry powder ahead of potential short-term market volatility. The immediate hurdles that we believe investors need to clear include supply disruptions and rising input costs, tighter fiscal and monetary conditions, and threats to growth in China. But which markets do we favor when core government bond yields remain so low?

Download the full paper here.

Neuberger Berman

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