Holly Kroft

Managing Director, Senior Portfolio Manager, Neuberger Berman

Search every verified Holly Kroft interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Holly Newman Kroft, managing director and senior wealth advisor at Neuberger Berman, appeared on CNBC's "Squawk on the Street" on September 11, 2026, to discuss market reactions to the latest CPI data. She stated that her firm's expectation, in line with the market, was that the Federal Reserve would hike interest rates the following week, noting that the CPI number would have had to surprise significantly on the upside to alter that course. She also cited the European Central Bank's recent hike as a factor in maintaining credibility. Kroft expressed a constructive view on a globally diversified equity portfolio, saying she favors high-quality small caps and emerging markets such as China, Taiwan, and Korea, where the AI trade has played out less than in the United States. She noted that the firm is underweight international developed markets, specifically Europe, due to energy-related concerns. She acknowledged that the AI build-out will end at some point but said the firm does not believe that end is imminent, and that strength in earnings and robust AI spending support room for the stock market to run.