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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger Berman's John San Marco on what to expect from Home Depot and Walmart earningsJohn San Marco, Neuberger Berman portfolio manager, joins 'Closing Bell Overtime' to talk the upcoming slate of retail earnings.
Persons: Neuberger Berman's John San Marco, San Marco, Neuberger Berman Organizations: Depot, Walmart
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed has to 'thread the needle pretty carefully' this week, says Neuberger Berman's Joe AmatoJoe Amato, Neuberger Berman president and CIO, joins 'Squawk Box' to discuss the latest market trends, what to expect from the Fed's policy meeting this week, interest rate outlook, and more.
Persons: Neuberger Berman's Joe Amato Joe Amato, Neuberger Berman
"The stars have aligned for India in terms of demographics, population and market movements. Peeyush Mittal, portfolio manager at Matthews Asia, agrees with the consensus that Modi will win a majority once again — which would be a "non-event" for markets. Conrad Saldanha, portfolio manager at the Neuberger Berman Emerging Markets Equity Fund, agrees. Among the companies on his watch are power equipment player Bharat Heavy Electricals and engineering conglomerate Thermax , amid an expected expansion in power generation capacity. According to FactSet data, 24 of the 26 analysts covering the stock have a buy or overweight rating on it.
Persons: Narendra Modi, Neil Bahal, Peeyush Mittal, Modi, Mittal, Conrad Saldanha, Neuberger Berman, Bharat, Neuberger Berman's Saldanha, Saldanha Organizations: South, Bombay Stock Exchange, CNBC Pro, , Matthews Asia, Reserve Bank of, India Fund, Neuberger, Markets Equity Fund, Cummins India, Investor, Bharat Electronics, ICICI, HDFC, IndusInd Bank, Apollo Locations: Hong Kong, India, Reserve Bank of India, Saldanha
Expect three rate cuts this year: Neuberger Berman's Kroft
  + stars: | 2024-04-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect three rate cuts this year: Neuberger Berman's KroftHolly Newman Kroft, Neuberger Berman managing director, joins 'Money Movers' to discuss the market reaction to recent geopolitical events, what clients are most concerned about, and more.
Persons: Neuberger Berman's, Holly Newman Kroft, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a bit of 'frothiness' in the markets, says Neuberger Berman's Joe AmatoJoe Amato, Neuberger Berman president and CIO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate outlook, and more.
Persons: Neuberger Berman's Joe Amato Joe Amato, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's story is about 'empowering others', says Neuberger Berman's Daniel FlaxHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Neuberger, Daniel Flax, Brian Sullivan, Organizations: CNBC
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger Berman's Dan Flax breaks down Big Tech earnings resultsDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to break down the Big Tech earnings results, what it means for investors, and more.
Persons: Neuberger, Dan Flax, Neuberger Berman Organizations: Big Tech
'Big Short' traders told CNBC that investors are too complacent, although the economy is healthy. But traders should still keep their eyes on pockets of risk, such as commercial real estate, the others said. As to today's economy, Eisman considers it relatively healthy, essentially dismissing Wall Street's concerns that a consumer spending drawdown guarantees a coming slowdown. AdvertisementSome on Wall Street are nervous this could trigger a massive real estate default wave, with billions at risk. Still, markets shouldn't be too complacent, as the commercial real estate industry has seen "fits and starts" crop up, Moses said.
Persons: Steve Eisman, , Neuberger, Danny Moses, Vincent Daniel, Porter Collins, Wall, Collins, Moses, Eisman Organizations: CNBC, Service, Consumers, Seawolf, Moses Ventures, Federal Reserve, Bloomberg
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe don't see anything putting pressure on the markets, says Neuberger Berman's KroftHolly Newman Kroft, Neuberger Berman private wealth managing director, joins 'Money Movers' to discuss whether Kroft is enticed to equity markets given recent economic data, Kroft's newfound positive stance towards equity markets, and more.
Persons: Neuberger Berman's, Holly Newman Kroft, Neuberger Berman, Kroft
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should gradually start putting their cash to work, says Neuberger Berman's Joe AmatoJoe Amato, Neuberger Berman president and CIO, joins 'Squawk Box' to discuss the latest market trends, impact of geopolitical issues, earnings season, the Fed's rate path outlook, and more.
Persons: Neuberger Berman's Joe Amato Joe Amato, Neuberger Berman Organizations: Investors
Megacap technology stocks reascended the throne in 2023 after a debilitating 2022 left some investors sour on the outlook for the industry. The stocks are really going to have to show what the next big thing is." Even as it outperformed the market, the e-commerce giant's gains were overshadowed by other large megacaps flaunting their latest AI innovations, with some worrying Amazon may be falling behind on AI technology . Semiconductor companies Intel , Broadcom and Lam Research also look attractive even if Mag 7 stocks maintain their leadership position as AI proliferates, Woods said. "It's a story that is just starting to play out and we're just going to build on it going forward," he said.
Persons: Tesla, Jay Woods, hasn't, Capital's, Woods, aren't, DoorDash, Uber, Neuberger, Dan Flax, Bard, missteps, Gene Munster, Ken Mahoney, Richard Bernstein, wouldn't, Brent Fredberg, we're Organizations: Federal, Nvidia, Amazon, Apple, Microsoft, Meta, Tesla, Freedom Capital, Asset Management, Richard Bernstein Advisors, Brandes Investment Partners, outperformance, Micron Technology, Semiconductor, Intel, Broadcom, Lam Research Locations: GOOGL
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger Berman's Dan Flax reveals the one tech stock he would own long-termDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the latest market trends, tech sector performance at large, why he still sees investor opportunity in a wide variety of tech stocks, and more.
Persons: Neuberger, Dan Flax, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWalmart is 'in the right place at the right time': Neuberger Berman's San Marco on consumer trendsJohn San Marco, Neuberger Berman portfolio manager, joins 'Closing Bell Overtime' to talk the state of the consumer, what retail earnings say about current shopping habits, Walmart quarterly earnings and more.
Persons: Neuberger Berman's San, San Marco, Neuberger Berman Organizations: Walmart Locations: Neuberger Berman's San Marco
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger Berman's Joseph Amato talks investing opportunities in the current marketJoseph Amato, Neuberger Berman President & CIO, joins 'Closing Bell Overtime' to talk his investing playbook in the current market environment.
Persons: Neuberger Berman's Joseph Amato, Joseph Amato, Neuberger Berman Organizations: CIO
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger Berman's Steve Eisman says students with 'free Palestine' signs should be expelledSteve Eisman, Neuberger Berman senior portfolio manager, joins 'Squawk Box' to discuss latest market trends, and also comments on the controversy brewing around the University of Pennsylvania's response to pro-Palestinian protests.
Persons: Neuberger, Steve Eisman, Neuberger Berman Organizations: University of
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech companies are navigating through cyclical headwinds, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the Big Tech earnings this week, how companies are facing economic headwinds, state of the digital advertising market, and more.
Persons: Neuberger, Dan Flax Dan Flax, Neuberger Berman Organizations: Email Tech, Big Tech
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're repositioning to get equity-like returns with a muni portfolio, says Neuberger Berman's KroftHolly Newman Kroft, Neuberger Berman private wealth managing director, joins 'Squawk on the Street' to discuss how the rise in yields has affected how Kroft manages the portfolio, the necessary drawdown to get excited about stocks, and what percentage of portfolios should be in alternative investments.
Persons: Neuberger Berman's, Holly Newman Kroft, Neuberger Berman, Kroft Organizations: muni
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe could see more steepening of the yield cure, says Neuberger Berman's Erik KnutzenErik Knutzen, Neuberger Berman multi-asset CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed' rate hike campaign, Treasury yields outlook, impact of potential government shutdown, and more.
Persons: Neuberger Berman's Erik Knutzen Erik Knutzen, Neuberger Berman
Banks have suffered as interest rates linger at higher levels for longer, making the cost of borrowing money more expensive. Investors such as Neuberger Berman's Steve Eisman aren't optimistic about the sector either heading into earnings season due to higher capital requirements . Earnings per share have been growing at least 5% on average a year for the past three years, showing earnings consistency. Average analyst consensus forecasts call for nearly 13% upside from Wednesday's $122.74 close. JPMorgan also made the list, with the average analyst price target calling for close to 16% upside.
Persons: Banks, Neuberger, Steve Eisman, KeyCorp, Piper Sandler, Ebrahim Poonawala Organizations: CNBC Pro, PNC, Bank of America, JPMorgan Locations: Cleveland, Pittsburgh
Balancing a Better Portfolio
  + stars: | 2023-10-12 | by ( Leslie Picker | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBalancing a Better PortfolioPositioning yourself for the possibility of a recession is just the beginning. A "higher for longer" interest rate environment means 60/40 investors can generate income from their bond sleeve without having to take additional equity risk — especially important for retirees who still need to keep up with inflation and be mindful of stock exposure. Neuberger Berman's Holly Newman Kroft gives her take on ways to reallocate portfolios as the tried and true 60/40 portfolio continues to evolve.
Persons: Neuberger Berman's Holly Newman Kroft
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI happen to think the whole banking sector is 'uninvestable', says Neuberger Berman's Steve EismanSteve Eisman, Neuberger Berman senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, the state of the banking sector, and more.
Persons: Neuberger, Steve Eisman Steve Eisman, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTravel and service strength is a tailwind for airport MUNIs, says Neuberger Berman's Jamie IselinJamie Iselin, head of municipal fixed income at Neuberger Berman, joins 'The Exchange' to discuss tax-free MUNI bonds moving higher in response to interest rates, the changing landscape of the MUNI market returns, and momentum growing in the airport bond market.
Persons: Neuberger Berman's Jamie Iselin Jamie Iselin, Neuberger Berman Organizations: MUNIs
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDividend stocks may see reversal since they're as cheap as the 1990s: Neuberger Berman's PomeroySandy Pomeroy, senior portfolio manager at Neuberger Berman, joins 'Squawk on the Street' to discuss why investors should be in a dividend stock, whether there needs to be a reversal in rates for dividend stocks to work, and more.
Persons: Neuberger Berman's Pomeroy Sandy Pomeroy, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Neuberger Berman's Sandy PomeroySandy Pomeroy, senior portfolio manager at Neuberger Berman, joins 'Squawk on the Street' to discuss why investors should be in a dividend stock, whether there needs to be a reversal in rates for dividend stocks to work, and more.
Persons: Neuberger, Sandy Pomeroy Sandy Pomeroy, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings continue to deliver, says Neuberger Berman's Shannon SaccociaBryn Talkington, Shannon Saccocia, Jim Lebenthal, and Bill Baruch join 'Halftime Report' to discuss the risk of a no-landing scenario, chip stock earnings, and fears of a pullback in the market.
Persons: Neuberger Berman's Shannon, Bryn Talkington, Shannon Saccocia, Jim Lebenthal, Bill Baruch
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