Aug 18, 2026 — Japanese equities have undergone one of the most significant re-ratings in the developed world — but the story is evolving. The early phase was about leaner balance sheets and better capital management. Now, under Prime Minister Sanae Takaichi, the...
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...
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...
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...
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...
Anu Rajakumar