Content (1012)
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White papersGCC Banks: A Five-Layer Defense for the Current Environment
A combination of strong fundamentals and sovereign support should help key financial institutions weather the storm.
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Podcast2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What’s Next in the Private-to-Public Pipeline
For years, some of the most consequential companies in technology have stayed private far longer than historical norms — growing to public-company scale without ever listing a share.
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White papersFixed Income Outlook 2Q 2026: Steering Through the Turn
Markets experienced a sharp change in direction during the first quarter, but despite reasons for caution, we see paths to opportunity as well.
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White papersCIO Weekly: ECB—Hold or Hike?
Among the major central bank meetings next week, the European Central Bank’s is the most in focus and consequential—especially if a policy mistake happens.
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White papersEquity Outlook 2Q 2026: Global Growth Holds Firm As Geopolitical Risk Simmers
Persistent macro tailwinds and broadening earnings growth keep us constructive on risk assets through the fog of war.
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White papersLarge Caps—Big Opportunity
Valuations in U.S. large cap stocks have fallen meaningfully, creating attractive, cross-sector opportunities. De-escalation in the Middle East conflict only supports this.
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VideoNeuberger Private Markets: Q4 2025 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersOral GLP-1 Is Here. Have Credit Markets Caught Up?
The FDA’s approval of oral semaglutide removes the injection barrier and may reprice credit exposures built on an older adoption curve.
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White papersBetween Two Phases
Even if the U.S. ends its war with Iran in the next few weeks, it’s uncertain whether the Strait of Hormuz will reopen in the near term, likely keeping oil prices elevated. We outline two key phases to assess where we go from here.
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White papersThe Scarcity Trade: Why Critical Metals Are the Real AI Play
Commodities are entering a new structural phase defined by scarcity, geopolitics and surging demand for the metals underpinning AI, electrification and defence. Yet financial markets remain largely unprepared for the physical supply constraints required to build it — creating a compelling opportunity: critical metals offer both return potential and a natural hedge to AI risk.
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White papersDiversification Without Complication: The Case for Global Bonds in 2026
After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves.
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White papersFixed Income: Why This Is Not 2022
The echoes of 2022 are loud but misleading. The macro still points to easing, not hikes, while the credit cycle begins to turn.
