Pivot Points: Rediscovering Europe, Japan and Emerging Markets

About this episode

The episode discusses investment opportunities in Europe, Japan, and emerging markets amidst changing global market conditions.

Amid shifting global market currents, investors are reassessing where the most compelling opportunities lie beyond the US. Shifts in earnings trajectories, valuation dispersion, and evolving policy signals are reshaping the risk-reward across regions and asset classes, prompting a fresh look at how to balance exposures. On this episode of Disruptive Forces, Anu Rajakumar sits down with Maya Bhandari, CIO, Multi-Asset, EMEA and co-chair of Neuberger Berman's Asset Allocation Committee, to explore how these dynamics could be expressed in diversified, multi-asset portfolios. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a…

People in this episode

Host: Anu Rajakumar

Guest: Maya Bhandari

Topics covered

• global market currents
• investment opportunities
• multi-asset portfolios
• risk-reward dynamics
• regional analysis

Keywords

• investment
• Europe
• Japan
• emerging markets
• multi-asset portfolios
• risk-reward
• asset allocation

Mentioned in this episode

Organizations: Neuberger Berman

Places: Europe, Japan, Emerging Markets, US

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