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.
REPLAY
Private Wealth Investment Outlook 4Q25
INSIGHTS
CIO Notebook: September Core CPI Comes in Late but Light
INSIGHTS
Charitable Fundraising: Moving Beyond Cash
INSIGHTS
The ‘Disruptive Ds’ Powering Commodities Markets
INSIGHTS
Expanding Horizons in Fixed Income
INSIGHTS
Year-End Planning: Key Considerations for 2025 and Beyond
INSIGHTS
Naming a Fiduciary: A Practitioner’s Perspective
MUNICIPAL BASIS POINTS
Under the Microscope
VIDEO
The Kantor Group | Q3 Video Podcast
MARKET COMMENTARY
A Storied September
INSIGHTS
CIO Notebook: U.S. Government Shutdown Not Enough to Derail Momentum
INSIGHTS
CIO Notebook: Fed Makes a Move, Adds Fuel for Future Cuts
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers September 16
IMPORTANT INFORMATION:
This material is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice. This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions and the appropriateness of this material should be made based on an investor’s individual objectives and circumstances and in consultation with his or her advisors. Any views or opinions expressed may not reflect those of the firm as a whole. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events may differ significantly from those presented.
Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.
The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.