NEWS AND INSIGHTS | REPLAY

Private Wealth Investment Outlook 1Q25

January 29, 2025

On January 23, Shannon Saccocia, CFA, joined Doug Kramer, Head of Institutional Equity and Multi-Asset, and Ashok Bhatia, Co-Chief Investment Officer for Fixed Income, to reflect on the key developments of the past year and discuss strategic portfolio positioning for the first quarter and beyond. The team dove into the post-election resurgence in tech stocks, the mounting concerns around fiscal sustainability and the implications of a Fed pause.

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.