On July 11 we hosted a discussion with Shannon Saccocia, CFA, Chief Investment Officer, Private Wealth, in conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Greg Spiegel, Portfolio Manager, Small Cap. Together, they discussed their thoughts on the potential impacts of cooler inflation and labor market data on portfolio positioning and possible market implications for the quarter ahead.
Accolades
Barron’s Top 100 Financial Advisors for 2026
INSIGHTS
CIO Notebook: Energy Prices Drive CPI Higher as Conflict Wears On
INSIGHTS
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
INSIGHTS
Japan for the Long Haul
INSIGHTS
CIO Notebook: Powell Faces Down Dissent as Transition Looms Large
INSIGHTS
Mapping the Evergreens: Finding Direction in Private Markets Innovation
INSIGHTS
Looking Through the Storm
INSIGHTS
Women and Philanthropy: Asserting Leadership in a New Era
INSIGHTS
Trump Accounts: A Useful Addition to the Savings Toolbox
INSIGHTS
I Created a SLAT—Now What?
MUNICIPAL BASIS POINTS
Quality Opportunities on Sale
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