Holly Newman Kroft
56 posts
"We were not predicting such a strong year overall in the equity market." @neubergerberman's @HNewmanKroft on why it may be time to reposition your portfolio to 'take some risk off the table' headed into 2026. cnb.cx/3N6Sepa
"If you lock in gains and secure those, you have some liquidity in your portfolio also to take advantage of opportunities that this market is presenting us." @neubergerberman's @HNewmanKroft explains how she's approaching the recent pullback: cnbc.com/video/2025/11/…
"The economy seems strong, the market is certainly strong, but we are seeing signs of slowing – not concerning, but we're seeing signs of a weakening labor market." @neubergerberman's @HNewmanKroft shares how she's thinking about rate cuts: cnbc.com/video/2025/09/…
"While we don't expect to see that 100% [tariff] pass-through to consumers, a 10% increase is certainly within the realm of possibility." @neubergerberman's @HNewmanKroft discusses what the path ahead for inflation means for your portfolio: cnbc.com/video/2025/08/…
"We're finally seeing the appreciation for the international and emerging markets because they were so undervalued relative to the counterparts in the U.S." @NeubergerBerman's @HNewmanKroft discusses the inflection point she's seeing for global equities: cnbc.com/video/2025/06/…
"We look to the bond market as the grown-up in the room, and what the bond market is concerned about is, is this tax bill going to increase our deficit." @neubergerberman's @HNewmanKroft explains what's driving yields higher: cnbc.com/video/2025/05/…
"I think there's a lot of anxious anticipation in the market, and none of it really makes sense." @NeubergerBerman's @HNewmanKroft sees more volatility ahead for stocks, finding value in alternative investments and private equity instead.
"We've given some of that broadening out back, not all of it. But we are still expecting to see a continuing broadening out in the market." @NeubergerBerman's @HNewmanKroft shares her strategy and says it's not yet time to make portfolio moves based on the election.
Despite the recent political uncertainty here in the U.S., @NeubergerBerman's @HNewmanKroft says, "investors are continuing to focus on, really, what they focused on all year- the fundamentals."
"We think the market is going to stay fully supported this year for a number of reasons." @neubergerberman's @HNewmanKroft isn't losing sleep over the S&P, even with the Magnificent 7 tech stocks carrying the index.
"It's arguably the most concentrated market that we've ever seen in the U.S. large-cap space." With big tech outperforming, @NeubergerBerman's @HNewmanKroft explains why it's time for investors to find value in sectors and stocks that are getting overlooked right now.
Amid heightened geopolitical tensions, @NeubergerBerman's @HNewmanKroft shares the key risks she's watching and how she's protecting client portfolios.
How will markets fare during a major election year? @NeubergerBerman's @HNewmanKroft says small- and mid-caps look appealing right now and could stand to gain from political volatility.
