Content (957)
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White papers
Netflix and the Credit Implications of an M&A Surge
How could the new wave of high-profile dealmaking affect the investment grade landscape?
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White papers
Entry Valuations: Private Deals at a Discount to Public Markets
Year-to-date 2025, private deals are trading at a deeper discount to public markets, where concentration has increased and the ‘Magnificent Seven’ now represent a significantly larger share of the S&P 500 than historically.
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White papers
For Utilities, AI Poses Questions of Capacity and Affordability
The data center buildout is helping drive electricity demand, utility capex and issuance, but it is also fomenting risks tied to regulation and stranded generation capacity.
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White papers
U.S. Rates: How Low Can They Go?
A more dovish rate cut than anticipated by the U.S. Federal Reserve has created an interesting setup for fixed income markets next year. The focus on its independence adds another dimension.
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White papers
Prediction Markets Are Upending U.S. Gambling: What It Could Mean for Non-Investment Grade Credit
A 2024 court ruling allowed prediction markets to operate as federally regulated event contract exchanges. With nationwide reach, these products are pressuring state regulated sports books, lotteries and casinos—raising new considerations for non-investment grade issuers and investors.
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Podcast
Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now
Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue compelling private markets opportunities?
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White papers
European Private Loans: A Deep, Diversified, Quality Asset Class
European private loans provide investors with an opportunity to finance market-leading companies at the core of Europe’s economy.
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White papers
Assessing COP30: Progress and Retreat
With the events in Belém, Brazil now concluded—defined by on the ground tensions, strong indigenous voices, and the notable absence of a formal climate delegation from the world’s second largest carbon emitter—we step back and take stock of COP30.
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White papers
High Yield and Leveraged Loans: Assessing AI’s Impact on a Risk-Return Continuum
The rapid adoption of artificial intelligence by businesses makes its impact a critical consideration in assessing the risk and return potential of lower-rated credits.
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White papers
Could Growth and Markets Fly?
Irrespective of whether the Federal Reserve cuts rates this week, we expect rates to fall, stimulating a reacceleration in the economy and supporting the prospects for risk assets.
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Video
Neuberger Berman Private Markets: Q3 2025 Preliminary Valuation Summary & Analysis
For Q3 2025, based on preliminary analysis, Neuberger Private Markets currently anticipates that buyout funds (including growth equity) will increase in value by an average of 1.2% in USD. Similarly, venture capital funds are expected to increase in value by an average of 4.4% in USD, albeit with a much wider dispersion than the buyout sample.
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White papers
Time For Your Close-Up, Mr. Roboto
As artificial intelligence converges with the physical world, a variety of humanoid robots are ready to stride from the showroom floor into our daily lives.


