We and all of our colleagues at Neuberger Berman wish our readers a happy and prosperous New Year.
Our regular CIO Weekly Perspectives will return next Monday and our Asset Allocation Committee Outlook 1Q2022 will be available shortly thereafter.
In the meantime, you can register to join a webinar on Thursday, January 13, 2022, in which Erik Knutzen, CIO of Multi-Asset Class, will lead a discussion on the Asset Allocation Committee’s latest views:
Asset Allocation Committee Outlook 1Q2022
Thursday, January 13, 2022 at 10:00AM EST | 15:00 GMT
You may also want to check out the “Ten for 2022” themes that we set out in Solving for 2022. From more volatile cyclical dynamics to higher and more problematic inflation, to more politicized economies and a potential comeback for equity income, our senior investment leaders set out what they believe will shape investment strategy over the next 12 months.
In Case You Missed It
- S&P Case-Shiller Home Price Index: October home prices increased 0.8% month-over-month and increased 18.4% year-over-year (NSA); +0.9% month-over-month (SA)
What to Watch For
- Tuesday, January 4:
- ISM Manufacturing Index
- Thursday, January 6:
- U.S. ISM Non-Manufacturing Index
- Friday, January 7:
- U.S. Employment Report
- Eurozone Consumer Price Index
– Andrew White, Investment Strategy Group
