Beneath the Surface

Neuberger Berman
By October 7, 2019 18:49

Beneath the Surface

This quarter’s Outlook is all about how surfaces can hide complexity and opportunity. Record highs and lows in stock indexes and government bond yields inform cautious high-level asset class views. We see opportunities, however, to take advantage of underlying market dynamics. High-beta, small-cap and pro-cyclical stocks have not fully participated in the market advance, and we see pockets of value in global bond markets. As such, our move toward neutral asset-class views conceals stronger ideas for sub-asset class positioning, just beneath the surface.

Neuberger Berman
By October 7, 2019 18:49

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