Overview
Despite market turbulence tied to the Iran war and inflation, economic resilience and investor enthusiasm about artificial intelligence have helped support equities so far this year. Looking ahead, we remain constructive on growth prospects, and see any further turbulence as presenting buying opportunities, even as we favor diversification to manage risk and to capitalize on the spread of AI across the economy.
With this backdrop, we present the latest issue of Neuberger Wealth Aspire, providing our market views, as well as insights on public and private market investments, wealth and estate planning, and the geopolitical environment.
As valuable as it may be to watch current market developments, we believe that a broader context is crucial, whether in taking a long-term asset allocation view or in developing a wealth plan.
Featured Articles
Aspire to... INVEST
Rallying Through Resistance
Despite uncertainty, investors appear optimistic about artificial intelligence and the economy. Why we agree—but are keeping an eye on risk and diversification opportunities.
Investors have recently endured questions around conflict and its consequences, but the answer from markets has proven familiar: gains tied to enthusiasm for AI and economic resilience. Despite the extended Strait of Hormuz closure, equity ...
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Aspire to... Diversify
Private Credit: An Emerging Silver Lining
Careful deal selection and attention to risk can help investors capitalize on recent market turbulence.
The private credit market has recently been in the crosshairs of a skeptical public. Calls for redemptions at private Business Development Companies (BDCs), potential impacts of artificial intelligence and the general health of private borrowers ...
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Aspire to... Adapt
Energy Beyond the Crisis: Seven Themes to Watch
Energy security, restocking and new investment are key trends to watch coming out of the Iran conflict.
The war in Iran has been a focal point for markets since the February start of Operation Epic Fury. To make up for losing the Strait of Hormuz’s 20% of global oil and liquified natural gas (LNG) supply, countries tapped strategic reserves, producers ...
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Aspire to... Engage
Political Outlook: If You Feel Exhausted Now…
In an already frenetic year for policy and politics, expect more noise and uncertainty, but minimal legislative achievement.
President Donald Trump began his second term with a barrage of moves to unwind Biden policy measures and double down on cornerstones of his America First agenda, including immigration enforcement, government ...
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Aspire to... Preserve
Sustaining Effective Stewardship of Family Capital
The “three Ds” of family wealth—disruption, dissent and dissipation—may represent meaningful threats to capital longevity. We provide ideas and resources to address them.
Affluent families who have built and preserved meaningful wealth often understand that protecting a balance sheet requires vigilance. They engage professionals to navigate external ...
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Aspire to... Plan
Clients Are Asking: The Estate and Gift Exemption, Charitable Contribution Limits and More
We provide answers to some commonly asked questions across planning disciplines.
We are frequently asked questions by individual clients on a range of issues, but do not always have the opportunity to address them for a broader audience. Below, we tap the expertise of various members ...
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Our Team
More About Who We Are
We approach client partnership in a different way. With a sole focus on wealth management, we take the time to understand your values and vision, so we can tailor solutions aligned to your purpose and investment goals. Each advisor team brings the full depth and breadth of all NB Private Wealth has to offer.
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