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

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. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: ⁠ / crosscheck-media-llc ⁠ Instagram: ⁠ / crosscheckmedia ⁠ Facebook: ⁠ / crosscheckmedia ⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #ToddSchoenberger #JeffBlazek #NeubergerBerman #Equities #Investing #Markets #Fed #InterestRates #SmallCaps #MidCaps #AIInvesting #PrivateEquity #MarketOutlook #Finance #Economy #WallStreet #Investors #EconomicOutlook Learn more about your ad choices. Visit megaphone.fm/adchoices