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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is not the best predictor of interest rate cuts, says Neuberger's Holly Newman KroftHolly Newman Kroft, Neuberger Berman managing director, joins 'Money Movers' to discuss the equity market's ability to power higher, whether it's time to rethink portfolios, and the expectations for the Russell 2000.
Persons: Neuberger's Holly Newman, Holly Newman Kroft, Neuberger Berman, Russell
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI hype continues to fuel market returns, says Neuberger's Holly Newman KroftHolly Newman Kroft, Neuberger Berman private wealth managing director, joins 'Money Movers' to discuss whether Kroft is buying the current market momentum, what the managing director tells clients to do, and more.
Persons: Neuberger's Holly Newman, Holly Newman Kroft, Neuberger Berman
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger's Kei Okamura on Japan market: Recent break in rally could be a good time to enterKei Okamura, Neuberger Berman SVP and Japanese equities portfolio manager, joins 'Squawk on the Street' to discuss whether buying Japanese stocks is still the hottest trade, where interest rates in Japan go from here, and much more.
Persons: Kei Okamura, Neuberger Berman Organizations: Neuberger Berman SVP Locations: Japan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's big story is broadening of industries relying on company's new tech, says Neuberger's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the analyst's thoughts on Nvidia's quarterly earnings results, how long the Nvidia 'halo effect' will last, and where the stock will head from here.
Persons: Dan Flax Dan Flax, Neuberger Berman Organizations: Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger's Pomeroy: In the process of handing off the consumer economy to the industrial economySandy Pomeroy, senior portfolio manager at Neuberger Berman, joins 'Squawk on the Street' to discuss if the portfolio manager is impressed by calls for U.S. economic resilience, where consumption's contribution to GDP goes from here, and more.
Persons: Neuberger's, Sandy Pomeroy, Neuberger Berman
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreg Abel looks like perfect 'sequential partner' to follow Buffett, says Neuberger's Dan HansonBerkshire Hathaway Chairman and CEO Warren Buffett presides over the 2024 Berkshire Hathaway annual meeting. Dan Hanson, Neuberger Berman senior portfolio manager, speaks with CNBC's Michael Santoli about his takeaways from the 2024 Berkshire annual meeting.
Persons: Greg Abel, Buffett, Neuberger's Dan Hanson Berkshire, Warren Buffett, Dan Hanson, Neuberger Berman, CNBC's Michael Santoli Organizations: Neuberger's Dan Hanson Berkshire Hathaway, Berkshire Hathaway Locations: Berkshire
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeuberger's Kei Okamura: Here's why Japan's equity market looks 'quite attractive'Kei Okamura, Neuberger Berman SVP and Japanese equities portfolio manager, joins 'Money Movers' to discuss Okamura's stance towards Japanese equities, what it'll take to keep the Nikkei rally going, and the market data relative to demographic data.
Persons: Kei Okamura, Neuberger Berman Organizations: Neuberger Berman SVP, Nikkei
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's stock is attractive at these levels as the ecosystem remains healthy: Neuberger's FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss what Flax expects from tomorrow's Apple event if customers are holding onto Apple's iPhones for 'too long,' and more.
Persons: Flax, Neuberger Berman
"Cybersecurity is a race between offense and defense," said Anne Neuberger, the U.S. government's deputy national security advisor for cyber and emerging technology. "We know malicious actors are already using AI to accelerate identifying vulnerabilities or build malicious software," she added in a statement to Reuters. He said his agency had seen AI being used for everything from creating phishing emails and writing malicious computer code to spreading disinformation. The contest signals official attempts to tackle an emerging threat that experts are still trying to fully grasp. The Open Source Security Foundation (OpenSSF), a U.S. group of experts trying to improve open source software security, will be in charge of ensuring the "winning software code is put to use right away," the U.S. government said.
Persons: Dado Ruvic, Anne Neuberger, cybersecurity, Samy Khoury, Neuberger, Zeba Siddiqui, Raphael Satter, Jonathan Oatis Organizations: REUTERS, Defense, Research Projects Agency, DARPA, White, Google, Microsoft, Security, Thomson Locations: U.S, San Francisco, Washington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Anastasia Amoroso, Lauren Goodwin and Shannon SaccociaiCapital's Anastasia Amoroso, New York Life Investments’ Lauren Goodwin and Neuberger's Shannon Saccocia, join 'Closing Bell' to discuss the Fed ahead of Wednesday's meeting and recent trends in the market.
Persons: Anastasia Amoroso, Lauren Goodwin, Shannon Saccocia iCapital's Anastasia Amoroso, ’ Lauren Goodwin, Neuberger's Shannon Saccocia Organizations: Shannon Saccocia iCapital's Anastasia Amoroso , New York Life Locations: Shannon Saccocia iCapital's Anastasia Amoroso , New York
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'm leaning towards defensive sectors like consumer staples and healthcare: Neuberger's Joseph AmatoJoseph Amato, Neuberger Berman Group CIO, joins 'Closing Bell Overtime' to discuss the day's market action, what to expect for the second half of the year, and the impact of the Federal Reserve's next moves.
Persons: Neuberger's Joseph Amato Joseph Amato, Neuberger Berman Organizations: Neuberger, Federal
Here's why Neuberger's Conrad Saldanha favors Tencent
  + stars: | 2023-06-09 | 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 EmailHere's why Neuberger's Conrad Saldanha favors TencentConrad Saldanha, senior portfolio manager of the Neuberger Berman Emerging Markets Equity Fund, joins 'The Exchange' to discuss the Chinese economy, the investment opportunities in China, and more.
Persons: Neuberger's Conrad Saldanha, Tencent Conrad Saldanha, Neuberger Berman Organizations: Markets Equity Fund Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect fixed income volatility during debt ceiling talks, says Neuberger's Joe AmatoJoe Amato, Neuberger Berman Group CIO, joins 'Closing Bell: Overtime' to discuss earnings season, market outlook and the approaching debt ceiling.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNo question there would be a sharp rally if the Fed stopped raising rates: Neuberger's EismanSteve Eisman, Neuberger Berman senior portfolio manager, joins 'Squawk Box' to discuss Eisman's feelings towards inflation after last week's CPI data, Eisman's reaction to a Fed rate hike in May, and the Fed's two percent inflation target.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSome of the startups may have challenges as the funding environment gets tougher: Neuberger's FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the recent rally in mega-cap technology stocks, what could cast a cloud over the tech sector, and the mass layoffs in big tech.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomic growth to slow in 2023 along with earnings, says Neuberger's Holly Newman KroftHolly Newman Kroft, Neuberger Berman managing director, joins 'Closing Bell' to discuss her inflation expectations as inflation showed some cooling in the December CPI report.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCost inflation will roll off next year and ease inventory issues, says Neuberger's John San MarcoJohn San Marco, Neuberger Berman, joins 'Closing Bell: Overtime' to discuss retail headwinds from inflation and inventory issues.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoing to take a bigger inflation move before the Fed takes its foot off the rate hike pedal, says Neuberger's KroftHolly Newman Kroft, Neuberger Berman, joins 'Closing Bell' to discuss if lower inflation numbers have changed her investing outlook, if it's the market's job to anticipate when the Federal Reserve will pivot and her thoughts on equities and bonds.
Few think another G7 central bank would be bold enough to intervene directly as Japan did on Thursday. But they say markets should prepare for more verbal intervention and more aggressive rate hikes as policymakers try to thwart the U.S. currency's ascent. The dollar surge follows aggressive Federal Reserve interest rate hikes, recession fears and geopolitical uncertainty following Russia's invasion of Ukraine. The yen, its central bank sticking to ultra-loose policy even as others raise rates, has been the biggest loser. Richard Benson, co-chief investment officer at Millennium Global Investments, said aside from the SNB, which intervenes regularly, another central bank intervention was unlikely.
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