Overview
Recent months have seen drastic swings in the markets, first driven by fears of AI-related disruption, and later by the conflict in the Middle East, which triggered a sharp increase in energy prices and reassessment of inflation and growth prospects. Amid still-elevated uncertainty, we believe investors should acknowledge current dynamics, but also take a longer-term perspective on where we might be after the current storm. Indeed, we believe an environment of stronger economic growth, slower inflation and improved earnings could provide meaningful opportunities for research-driven investment as the year progresses.
With this backdrop, we present the latest issue of Neuberger Wealth Aspire, providing our market views, as well as insights on public and private market investments, wealth and estate planning, and philanthropy.
In investing, a key challenge is often combining adaptation to current market conditions and adherence to strategic discipline. The past few months (and indeed the past year) have seen periods of extreme turbulence in financial markets, requiring the flexibility to assess current positioning, perspective in light of long-term goals and the fortitude to wait things out.
Featured Articles
Aspire to... INVEST
Looking Through the Storm
We believe resilient fundamentals should survive market turbulence, setting up potential opportunities driven by careful security selection and an eye toward risk
Events over the past few months have unfolded in dramatic fashion, and the distance covered from where markets began the year and where they stand today is evidence of a rapidly changing environment. January delivered on the promise of a broadening market, with equities rallying, small caps leading, and
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Aspire to... Optimize
Mapping the Evergreens: Finding Direction in Private Markets Innovation
Evergreen fund structures are opening private markets to a broader range of investors. In our view, understanding how to match the right vehicle to the right asset class and strategy could be the key to building a truly effective private markets portfolio.
As individual investors increasingly gain access to private markets strategies through product and vehicle innovation, we believe it’s important to consider the nuances of recently developed fund structures: What are their benefits and tradeoffs? How do they align with the unique characteristics of various ...
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Aspire to... Diversify
Japan for the Long Haul
Don’t let recent market volatility distract from the long-term fundamentals. We think another stage of growth is likely on its way.
Japan’s recovery from the “lost decades” of deflation and meager growth has been an on-again, off-again phenomenon. Dating to the days of Abenomics over 10 years ago, global investors have heard repeated announcements of market and corporate reforms, which highlighted good intentions, but also met with ...
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Aspire to... Save
Trump Accounts: A Useful Addition to the Savings Toolbox
New accounts for children offer a way to foster retirement savings from an early age.
Created as part of the 2025 federal tax reform, Trump Accounts add to the tools available to help children save for the future—in this case geared toward retirement. Unlike traditional retirement ...
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Aspire to... Plan
I Created a SLAT—Now What?
Even in a new tax regime, we believe the benefits of these trusts remain substantial.
any clients created Spousal Lifetime Access Trusts (SLATs) in advance of the “sunset” of the federal estate and gift tax exemption, which was scheduled at the end of 2025 but was averted by subsequent legislation. If you created one of these trusts but are not clear on the details or what you should do ...
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Aspire to... Grow
Women and Philanthropy: Asserting Leadership in a New Era
Women will soon oversee trillions of dollars in philanthropic capital, through divorce, inheritance and their own investments. We consider ways to maximize that impact.
As the so-called Great Wealth Transfer moves trillions into new hands, women’s longer life expectancy, growing financial decision-making power and dual inheritances as spouses and daughters position them to direct a significant share of philanthropic capital.
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Our Team
More About Who We Are
We approach client partnership in a different way. With a sole focus on wealth management, we take the time to understand your values and vision, so we can tailor solutions aligned to your purpose and investment goals. Each advisor team brings the full depth and breadth of all NB Private Wealth has to offer.
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