Holly Newman Kroft

[Holly Newman Kroft @HNewmanKroft]

Tune in to hear our discussion on why inflation is the market risk to watch, how AI-driven momentum continues to support equities and the volatility risks posed by the wave of upcoming mega IPOs. Thank you @SaraEisen @carlquintanilla and @SquawkStreet for a lively conversation.

[Squawk on the Street @SquawkStreet]

"I think rebalancing and taking profits is a good idea, and I actually think retail investors are probably doing that."

@neubergerberman's @HNewmanKroft discusses where the AI trade could go from here, and her expectations for the SpaceX IPO:
https://t.co/6KNGuiAm18

[Holly Newman Kroft @HNewmanKroft]

Always love spending time w @SaraEisen and @carlquintanilla on @moneymoverscnbc
See you next in 2026!

[Money Movers @moneymoverscnbc]

"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.

https://t.co/BhANiVKa62

[Holly Newman Kroft @HNewmanKroft]

Always keeping me on my toes! Thank you @SaraEisen and @carlquintanilla for a timely and thought ful conversation on @moneymoverscnbc

[Money Movers @moneymoverscnbc]

"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:
https://t.co/J9XpSIDuRX

[Holly Newman Kroft @HNewmanKroft]

Always a privilege to join @SaraEisen and @carlquintanilla on @moneymoverscnbc Thank you for having me and for the thoughtful discussion.

[Money Movers @moneymoverscnbc]

"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:
https://t.co/wp7MhtjXQZ

[Holly Newman Kroft @HNewmanKroft]

Always a thoughtful and insightful discussion with @SaraEisen and @carlquintanilla on @moneymoverscnbc

[Money Movers @moneymoverscnbc]

"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:
https://t.co/AcJA0t8M58

[Holly Newman Kroft @HNewmanKroft]

Always a fun and thoughtful discussion.

[Money Movers @moneymoverscnbc]

"Make sure you are positioned to meet your long-term goals, and that you can live with volatility."

@neubergerberman's @HNewmanKroft warns investors that trying to time the market is a fool's game:
https://t.co/a6CRINZmL2

[Holly Newman Kroft @HNewmanKroft]

Always a privilege to join @SaraEisen and @carlquintanilla on @moneymoverscnbc Thank you for having me.

[Money Movers @moneymoverscnbc]

"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:
https://t.co/EVAUnRqMrE

[Holly Newman Kroft @HNewmanKroft]

Always a privilege to join @SaraEisen and @carlquintanilla on @moneymoverscnbc Thank you for having me today.

[Money Movers @moneymoverscnbc]

"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:
https://t.co/4OpypAKyeV

[Holly Newman Kroft @HNewmanKroft]

What a treat to close out the year with @moneymoverscnbc @SaraEisen and @carlquintanilla

[Money Movers @moneymoverscnbc]

"We also expect the policies of the new administration to benefit sectors that have been out of favor and unloved."

@neubergerberman's @HNewmanKroft thinks 2025 will be a happy new year for financials and energy:

https://t.co/blfLkafPkL

[Holly Newman Kroft @HNewmanKroft]

Always a privilege to join @SaraEisen and @carlquintanilla on @moneymoverscnbc

[Money Movers @moneymoverscnbc]

Is there big value ahead in U.S. small-caps?

@neubergerberman's @HNewmanKroft explains why she's bullish following the presidential election:

[Holly Newman Kroft @HNewmanKroft]

Thank you @moneymoverscnbc @SaraEisen and @carlquintanilla Always insightful conversation.

[Money Movers @moneymoverscnbc]

"We still really like private markets."

@neubergerberman's @HNewmanKroft sees value in alternative investments, predicting equities could be subject to more volatility around the election.

[Holly Newman Kroft @HNewmanKroft]

Thank you @SaraEisen and @moneymoverscnbc. Lots of volatility keeps us on our toes!

[Money Movers @moneymoverscnbc]

"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.

[Holly Newman Kroft @HNewmanKroft]

Always a privilege. Thank you @moneymoverscnbc @SaraEisen and @carlquintanilla

[Money Movers @moneymoverscnbc]

"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.

[Holly Newman Kroft @HNewmanKroft]

Always a privilege. And lots to discuss in coming months. Thank you @carlquintanilla @SaraEisen @moneymoverscnbc

[Money Movers @moneymoverscnbc]

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."

[Money Movers @moneymoverscnbc]

@neubergerberman @HNewmanKroft @SaraEisen @carlquintanilla

[Money Movers @moneymoverscnbc]

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."

[Holly Newman Kroft @HNewmanKroft]

Thank you @moneymoverscnbc for another fun segment today discussing markets and the economy.

[Money Movers @moneymoverscnbc]

"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.

[Holly Newman Kroft @HNewmanKroft]

Always a treat to join @SaraEisen and @carlquintanilla on @moneymoverscnbc

[Money Movers @moneymoverscnbc]

"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.

[Holly Newman Kroft @HNewmanKroft]

Always a privilege to discuss current market conditions and portfolio positioning with @moneymoverscnbc @SaraEisen and @carlquintanilla

[Money Movers @moneymoverscnbc]

Amid heightened geopolitical tensions, @NeubergerBerman's @HNewmanKroft shares the key risks she's watching and how she's protecting client portfolios.

[Money Movers @moneymoverscnbc]

"I think one of the most interesting things to come out of the jobs number today is that women's participation in the labor force is above pre-Covid levels."

@NeubergerBerman's @HNewmanKroft joins with new data as we celebrate International Women's Day: