Sandy Pomeroy, Senior Portfolio Manager, Managing Director at NB Private Wealth, recently appeared on “Squawk on the Street”. Sandy shared her thoughts on where her team sees potential opportunity in the market.
IMPORTANT INFORMATION:
Third-party media content is being redistributed with permission and may not be redistributed without the publisher's consent. This material is presented solely for informational purposes and nothing constitutes legal, accounting or tax advice or a recommendation to buy, sell or hold a security. 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. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. 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. You should consult your accountant, tax adviser and/or attorney for advice concerning your particular circumstances. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Estimates are for your information only and they may not be realized. Any ratios or other measurements using a factor of forecasted earnings of a company discussed herein are based on consensus estimates, not Neuberger Berman's own projections, and they may or may not be realized. In addition, any revision to a forecast could affect the market price of a security. By quoting them herein, Neuberger Berman does not offer an opinion as to the accuracy of and does not guarantee these forecasted numbers. Certain products and services may not be available in all jurisdictions or to all client types. Indexes are unmanaged and are not available for direct investment. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. No further distribution of this material is permitted without the prior consent of Neuberger Berman. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.
The information in this material may contain projections, market outlooks or other forward-looking statements regarding future events, including economic, asset class and market outlooks or expectations, and is only current as of the date indicated. There is no assurance that such events, outlook and expectations will be achieved, and actual results may be significantly different than that shown here. Information is based on current views and market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.
Investing in the stocks of even the largest companies involves all the risks of stock market investing, including the risk that they may lose value due to overall market or economic conditions. Investments in private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in private equity are intended for sophisticated investors only.
The S&P 500 Index consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value. The "500" is one of the most widely used benchmarks of U.S. equity performance. As of September 16, 2005, S&P switched to a float-adjusted format, which weighs only those shares that are available to investors, not all of a company’s outstanding shares. The value of the index now reflects the value available in the public markets.
For additional information and required disclosure regarding the advisory services provided by NBIA, please see NBIA’s Form ADV Part 2A at www.nbprivatewealth.com/adv-part-2a-nbia and Form CRS at www.nbprivatewealth.com/form-crs-nbia-nbbd. For additional information and required disclosure regarding the brokerage services provided by NBBD, please see NBBD’s Regulation Best Interest Disclosure Statement at www.nbprivatewealth.com/reg-bi-disclosure-nbbd (which also includes NBBD fiduciary recommendation disclosure for retirement clients) and Form CRS at www.nbprivatewealth.com/form-crs-nbia-nbbd.
Neuberger Berman Investment Advisers LLC is a registered investment adviser and an affiliate of Neuberger Berman BD LLC, a registered broker-dealer and member FINRA/SIPC.
The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.