Neuberger Berman warms to US equities but “not all in”

At Neuberger Berman’s last asset allocation committee, which fell a month after President Trump’s victory, the group decided to make a renewed push into US equities, despite being slightly underweight in the asset class in October. Erik Knutzen, CIO of multi-asset portfolios explores in Portfolio Adviser why he has warmed to US equities, but is not ‘all in’ because of expected medium to long-term volatility.