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 1Q2023 will be available shortly thereafter.
In the meantime, you can register to join a webinar on Thursday, January 12, 2023, in which Erik Knutzen, CIO of Multi-Asset Class, will lead a discussion with Ashok Bhatia, Deputy CIO of Fixed Income, and Raheel Siddiqui, Senior Investment Strategist for Global Equity Research, on the Asset Allocation Committee’s latest views:
Asset Allocation Committee Outlook 1Q2023
Thursday, January 12, 2023 at 10:00AM EST | 15:00 GMT
You may also want to check out the “Ten for 2023” themes that we set out in Solving for 2023. From a return to the “old normal” to more landmarks on the road to de-globalization, from a broad-based adjustment to higher interest rates to redoubled efforts to clarify Environmental, Social, and Governance (ESG) and sustainable investing, our senior investment leaders set out 10 key themes that they believe will be prominent in the markets over the next 12 months.