Content (1046)
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White papersU.S. at 250: What Five Decades of Market History Tell Us About Investing Today
In investing, as in history, the long view tends to reward those patient enough to hold it.
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PodcastHow Asset-Based Finance Is Powering the AI Infrastructure Boom
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 contracts rather than picking technology winners.
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White papersElectric Power Offers Opportunity in AI—Without ‘Taking Sides’
Older electrical plants are a value play on the artificial intelligence boom.
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White papersJapan for the Long Haul
Don’t let recent market volatility distract from the long-term fundamentals. We think another stage of growth is likely on its way.
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White papersEmerging Market Debt Stands on Its Own
Investors often limit their EMD exposure to a sleeve within global strategies, potentially leaving them underexposed to a compelling asset class. We think that may be a mistake.
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White papersEuropean Spreads: The Case For a New Lens
European Investment Grade credit has quietly undergone a structural transformation. Primary issuance is at record levels, U.S. issuers now represent a significantly larger share of the EUR IG index than just a few years ago, and hybrid issuance has already surpassed recent full-year totals.
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White papersThe Ghost Rally: What We See Really Driving Emerging Markets in 2026
When a handful of stocks drive an entire index, history suggests investors should pay close attention
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White papersCIO Weekly: U.S.-Iran Deal—Key Questions for Markets
The U.S.-Iran deal and possible reopening of the Strait of Hormuz have brought some relief to markets and policymakers, but it’s not a resolution and important questions remain.
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White papersAsset‑Based Finance: A Different Approach to Income, Diversification and Risk
Asset-based finance has rapidly grown over the past decade. As it continues to grow, the asset class can play an important role in diversified income portfolios.
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White papersA Sea Change for Commodity Prices: Why Markets appear to be Underpricing El Niño Risks
As El Niño’s return threatens to add food price inflation to existing supply disruptions, we see a strong case for investors to increase commodity allocations.
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White papersCIO Weekly: Can the U.S. Consumer’s Resilience Last?
With so much in geopolitics and markets to be distracted by, the importance of the U.S. consumer can be easily overlooked. In our view, it’s time the consumer came back into focus.
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VideoNeuberger Private Markets: Q1 2026 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.
