大买方Neuberger Berman的2017年第二季度资产配置观点，看好欧洲和新兴市场，关注美国的税收改革。英文，12页：

SHIFTING FOCUS
After the post-election tear delivered by U.S. stocks, the Neuberger Berman Asset Allocation Committee (AAC) turns its attention to markets that appear to offer more attractive valuations, particularly in Europe and the emerging economies, which have benefitted from a global economic upswing. At the same time, the AAC is also looking for meaningful progress on U.S. tax reform following the new administration’s recent failure to repeal and replace the Affordable Care Act. Indeed, markets generally are anxious about the pace of legislative change in the U.S. and will be eager to see hard evidence of the administration making headway with its initiatives.