On April 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Elias Cohen, Head of the International Equity Team, where they reflected on the key developments of 2025 so far and discussed strategic portfolio positioning as we approach the second half of the year. The panelists touched on global fiscal and monetary policy changes, tariffs, equity volatility and inflation as they articulated our views on risks and opportunities in the markets for the remainder of the year.
MARKET COMMENTARY
May Brings Strong but Narrow Gains Amid Inflation Pain
VIDEO
Holly Newman Kroft Featured on CNBC’s "Squawk on the Street" May 26, 2026
Accolades
Barron’s Top 100 Financial Advisors for 2026
Accolades
Barron’s Top 250 Private Wealth Management Teams for 2026
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CIO Notebook: Energy Prices Drive CPI Higher as Conflict Wears On
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CIO Notebook: April Payrolls Project Stabilization Ahead of Warsh Confirmation
REPLAY
Neuberger Wealth Investment Outlook 2Q26
MARKET COMMENTARY
Earnings, Inflation and a Fed in Transition
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I Created a SLAT—Now What?
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CIO Notebook: Powell Faces Down Dissent as Transition Looms Large
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Looking Through the Storm
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Japan for the Long Haul
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Trump Accounts: A Useful Addition to the Savings Toolbox
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