The Weekly Money Clip

Markets at a Crossroads: Neuberger Berman’s Jeff Blazek on the Next Big Move for Investors


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On this episode of The Money Path, host Todd M. Schoenberger sits down with Jeff Blazek, Co-CIO of Multi-Asset Strategies at Neuberger Berman, to unpack the firm’s latest market outlook — and why they remain optimistic on equities even as volatility looms.

Jeff explains why Neuberger Berman’s Asset Allocation Committee is overweight in small and mid-cap U.S. stocks, upgrading Japan as a multi-year opportunity while taking a more cautious stance on Europe. The conversation explores the impact of Fed rate cuts, AI-driven capital investment, and geopolitical risk on portfolio strategy — along with what investors should be watching heading into 2025.

From the ripple effects of the government shutdown to emerging opportunities in private markets, this is a sharp, forward-looking discussion for anyone navigating today’s complex investing landscape.

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The Weekly Money ClipBy Evergreen Podcasts | CrossCheck Media