NEWS AND INSIGHTS | REPLAY
Private Wealth Midyear Update & Investment Outlook 3Q 2023
August 04, 2023
On July 18, we hosted a webinar featuring Shannon Saccocia, CFA, Chief Investment Officer—Private Wealth, in conversation with Joe Amato, President and Chief Investment Officer—Equities, and Jamie Iselin, Head of Municipal Fixed Income. We invite you to watch the replay where Shannon, Joe and Jamie provided a midyear update and discussed key themes from our Solving for 2023 currently taking shape in today’s markets.
IMPORTANT INFORMATION:
This material is provided for informational 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.
A bond’s value may fluctuate based on interest rates, market conditions, credit quality, political events, currency devaluation and other factors. You may have a gain or loss if you sell your bonds prior to maturity. This information should not be construed as specific tax or investment advice. Please contact a tax advisor regarding the suitability of tax-exempt investments in your portfolio. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on the investor’s state of residence.
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.
©2023 Neuberger Berman Group LLC. All rights reserved.