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Shannon Saccocia

Chief Investment Officer, Neuberger Berman

Search every verified Shannon Saccocia interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Shannon Saccocia, Chief Investment Officer at Neuberger Berman, appeared on TD Active Trader Live and CNBC in late 2026 to discuss market conditions. During the November 5 appearance, she addressed pressure on AI-related stocks, saying investors are reassessing the heavy capital spending behind the AI buildout. She noted that the market had experienced multiple compression alongside earnings growth, creating a different scenario from 2022, and pointed to opportunities outside the United States, including in Europe and Japan, where earnings had been stronger than anticipated despite slower growth. She also discussed the Federal Reserve's potential path, indicating a likelihood of a rate hike in December based on the Fed's new reaction function under Chair Warsh, and noted that the economy had become more capital intensive, raising questions about lower-quality issuers' access to markets. In an October 8 CNBC appearance, Saccocia discussed rising rate risk for the equity rally alongside other Investment Committee members. She argued that large-cap stock performance was heavily concentrated in a few names like Apple, Amazon, Nvidia, and Microsoft, and that broader market breadth told a more complex story. She suggested that bond yields at current levels could be attractive for investors concerned about underlying market conditions, and emphasized the need for selectivity within sectors, such as choosing between alternative asset managers and insurers in financials. She also identified opportunities in areas perceived as interest-rate or energy sensitive, such as insurance brokers and real estate, where perception might diverge from actual sensitivity.

Recent appearances

  • Is the AI trade entering a new phase?

    November 06, 2026 · 📺 BNN Bloomberg

    AI stocks are under pressure as investors reassess the massive spending behind the buildout. Shannon Saccocia of Neuberger Berman discusses whether concerns around AI investment are justified, what could come next for the Fed and where she sees opportunities heading into 2027. Plus, we break down Take-Two Interactive ahead of earnings and the highly anticipated GTA 6 launch. To view more episodes, visit: • TD Active Trader Live Show - Tuesdays at 1... and to open your own TD Active Trader account visit: https://www.td.com/TDActiveTraderLive #AI #StockMarket #FederalReserve #GTA6 #Inves…

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  • Stocks at a crossroads? The rally and rising rate risk

    October 08, 2026 · 📺 CNBC Television

    The Investment Committee debate rising rate risk for the rally and share their portfolio strategies. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc…

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  • Positioning for Big Tech's next move

    August 12, 2026 · 📺 CNBC Television

    The Investment Committee debate whether it's time to get more bullish. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn:…

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