On July 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and David Morse, Global Co-Head of Private Equity Co-Investments, where they reviewed the major market and economic developments that have shaped 2025 and discussed strategic portfolio positioning for the remainder of the year. The panel touched on recent shifts in global fiscal and monetary policy, the latest on taxes and trade, heightened geopolitical tensions, and the opportunities in both private and public markets following a volatile second quarter.
Accolades
Forbes | SHOOK 2026 Top Women Wealth Advisors
INSIGHTS
CIO Notebook: January Jobs Prove Worth the Wait
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers February 10th
MARKET COMMENTARY
A Rocky Rotation
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers January 29th
INSIGHTS
Seismic Shifts That Could Drive Private Markets
INSIGHTS
Concentrated Stock Risk: Working From All Angles
INSIGHTS
Trump 2.0: Middle Innings of an Uncertain Game
INSIGHTS
Preparing Your Children for Wealth: A Life-Stage Roadmap
VIDEO
Highlighting Jenna Elson, Team Kaminsky’s Dedicated Certified Financial Planner®
INSIGHTS
CIO Notebook: Fed Stands Firm as Powell’s Successor Waits in the Wings
MUNICIPAL BASIS POINTS
Buckle Up
REPLAY
Private Wealth Investment Outlook 1Q26
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.