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?
On this episode of Disruptive Forces, host Anu Rajakumar sits down with Shannon Saccocia, CIO, Wealth, and Maya Bhandari, CIO, Multi Asset EMEA, to unpack Neuberger’s Solving for 2026 market outlook. Together, they cover AI’s next phase, multi-sector fixed income positioning, and the role of secondaries and co-investments—while outlining risks from policy missteps to power constraints and credit.
You can now listen to the full podcast at the link below
