Content (1028)
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White papers
Agentic AI Is Rebuilding the Information Racetrack
As the AI story moves from training large language models to delivering myriad “agentic” applications, we believe investors have an opportunity to capitalize on this crucial shift.
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White papers
CIO Weekly: Interest Rates Come Back Into Focus
With all the focus on geopolitics, interest rates remain an important foundation for markets, and last week’s move higher in long-end yields provided a stark reminder of that.
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White papers
Fundamentals First: The Case for Broadening Out
We believe an improving corporate fundamentals picture across the entire market-cap spectrum can support the broadening out trade; the median stock in the Russell 3000 Index has now posted eight consecutive quarters of improving EPS growth, climbing from a sub -10% trough in 4Q’23 to over +20% in 1Q’26.
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White papers
An Uneven Energy Transition Creates Opportunity for Investors
Clean energy investment is outpacing fossil fuels — yet the overall momentum of the transition stagnated in 2025. Neuberger’s 2026 State of Decarbonization Report examines why, and what it means for investors.
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White papers
Private Markets Outlook 1H 2026: Balancing Opportunity and Complexity
As private markets continue to evolve, investors face an expanding range of opportunities and risks.
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Podcast
Beyond Macro: A Value Lens on Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn’t the macro backdrop, but the price you pay?
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White papers
CIO Weekly: Is the Semis Surge Sustainable?
Semiconductors are leading one of the most explosive equity rallies in years. Fundamentals are keeping pace, giving strength to the rally’s durability.
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White papers
CIO Weekly: The Mag 7 Pulls Apart
The “Magnificent 7” moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.
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White papers
China’s Blueprint: What the 15th Five-Year Plan Means for Global Investors
The Trump-Xi summit will dominate the news. China’s 15th Five-Year Plan could prove the more consequential signal for global investors.
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White papers
Private Credit and BDCs: Why the Sell-Off Tells an Incomplete Story
We believe the private credit market is much more diverse—and resilient—than the recent focus on corporate direct lending and BDCs would suggest.
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White papers
CIO Weekly: The Fed’s New Era
Last week’s Federal Reserve meeting was always going to be less about rates than about legacy: what Fed Chair Jay Powell leaves behind and what his successor, Kevin Warsh, walks into.
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White papers
Japan 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.


