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Asset Allocation Bi-Weekly – The Yield Curve Un-Inverts (October 14, 2024)
by Asset Allocation Committee of Confluence Investment Management, 10/28/24

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

Equity Outlook Fourth Quarter 2015
by Neuberger Berman Asset Allocation Committee of Neuberger Berman, 10/6/15
The Committee upgraded our view on U.S. large cap equities following the recent correction, and maintained a slightly overweight view on European equities. Our view on MLPs has also improved following a challenging year.

Q3 2012 Outlook
by Asset Allocation Committee of Neuberger Berman, 6/27/12
The second quarter experienced a return to volatility as heightened concerns over the European sovereign debt crisis and an aura of pessimism around the pace of global economic growth have reverberated through financial markets. The year began on a positive note, with all major equity indices posting strong double-digit gains.
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