Jul 16, 2026 — At the end of last year, Neuberger's investment leaders laid out five themes to guide investors through 2026. Since then, a regional war in the Middle East and a global oil shock have reshaped the macro landscape — testing some calls while reinforcing...
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Jul 08, 2026 — US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline...
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Jun 24, 2026 — Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That's creating a compelling opportunity for asset-based lenders who can underwrite real collateral and...
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Jun 08, 2026 — Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits, many acquired at elevated valuations...
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May 18, 2026 — Beyond Macro: A Value Lens on Emerging Markets Equity Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns?...
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Anu Rajakumar