Market Matters with Rebekah McMillan from Neuberger

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-05-26

Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. This month’s guest is Rebekah McMillan, associate portfolio manager at Neuberger. We talk through cover a wide range of topics including the forces driving gold and silver higher, why copper and uranium could be the defining metals of the energy transition and whether the long-awaited rotation into commodities is finally becoming a reality. 00:00 Introduction 00:34 Career path 02:05 Key overweights and underweights 04:02 Vulnerability to rising oil prices 06:56 Can the S&P 500 keep risi...