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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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
By Evergreen Podcasts | CrossCheck MediaOn 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices