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Neuberger Berman Institutional Investors and Consultants

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The Storm Before the Calm?

Asset Allocation Committee Outlook 2Q 2025
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CIO Weekly Perspectives

Cautious Optimism Amid Policy Uncertainty

Despite ongoing policy uncertainty and tariff-related volatility, we are cautiously optimistic thanks to resilient economic fundamentals, broadening equity market performance, and the potential for pro-growth policy shifts later in the second half of 2025.

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85 Years of Investing
Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
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