NEWS AND INSIGHTS | REPLAY

Private Wealth Investment Outlook 1Q26

January 21, 2026
Shannon L. Saccocia, CFA, Chief Investment Officer—Wealth
Doug Kramer, Head of Institutional Equity and Multi-Asset
Jay Berger, Senior Vice President

On January 21, Shannon Saccocia, CFA, Chief Investment Officer—Wealth, hosted a conversation with Doug Kramer, Head of Institutional Equity and Multi-Asset, and Jay Berger, Senior Vice President on Neuberger Berman’s Specialty Finance team. Together, they recapped the market dynamics and macroeconomic developments that shaped the past year and shared perspectives on how investors can navigate the environment as we step into 2026. Discussion topics included monetary and fiscal policy changes, the outlook for rates, the rotation in the equity market, the evolving dynamics of private credit, the impact of accelerating M&A, and how all of these forces translate to market opportunities.

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