(17:52) Maya Bhandari unpacks why Japan and select EMs now lead Neuberger’s high-conviction views, as Europe cools and fixed income opportunities broaden across the region.
After a remarkably resilient performance in 2025 for the global economy and markets, the Asset Allocation Committee (AAC) maintains confidence in its overall outlook—continued strength in growth and risk assets over the medium term, with targeted tactical exposures across asset classes and regions.