NEWS AND INSIGHTS | REPLAY

Neuberger Wealth Investment Outlook 3Q26

July 30, 2026
Shannon L. Saccocia, CFA, Chief Investment Officer—Wealth
Doug Kramer, Head of Institutional Equity and Multi-Asset
Robert Dishner, Senior Portfolio Manager and Head of Trading London

Recently, Shannon Saccocia, CFA, Chief Investment Officer—Wealth, was joined for a conversation by Doug Kramer, Head of Institutional Equity and Multi-Asset, and Robert Dishner, Senior Portfolio Manager & Head of Trading London. Together, they reflected on a year shaped by resilient markets, persistent policy uncertainty, and rapidly shifting investor expectations — and offered their perspectives on navigating the second half: from equity leadership and indexation risk to the fixed income opportunity set and multi-sector positioning, and the case for active, diversified portfolios in an increasingly complex environment.

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