On January 21, Shannon Saccocia, CFA, Chief Investment Officer—Wealth, hosted a conversation with Doug Kramer, Head of Institutional Equity and Multi-Asset, and Jay Berger, Senior Vice President on Neuberger Berman’s Specialty Finance team. Together, they recapped the market dynamics and macroeconomic developments that shaped the past year and shared perspectives on how investors can navigate the environment as we step into 2026. Discussion topics included monetary and fiscal policy changes, the outlook for rates, the rotation in the equity market, the evolving dynamics of private credit, the impact of accelerating M&A, and how all of these forces translate to market opportunities.
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
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers January 29th
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
INSIGHTS
CIO Notebook: December CPI Softer but Unlikely to Change the Course
VIDEO
The Kantor Group | Q4 Video Podcast | Reflecting on 2025 and Contemplating 2026
Accolades
The 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list
INSIGHTS
CIO Notebook: Sluggish Job Growth Points to Steady Rates, For Now
MARKET COMMENTARY
Taking Stock of 2025
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