Content (1060)
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White papersEuropean Private Loans: Quality by Design
European private loans should not be read as simply another form of private credit. They are better understood as, on average, high-quality investment grade bank lending, with embedded illiquidity premia well suited for a tight spread environment.
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White papersPassive in Name Only: The Active Bet Within Your Equity Index
Broad-market benchmarks have gone all in on the AI theme. Do equity investors really want to make that bet?
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White papersPrivate Equity: Distributions Are Bouncing Back
Global private equity exits are on track for yet another robust year, potentially extending the year-on-year recovery in divestment activity and investor distributions since 2024. While sales to strategic or corporate buyers and sponsor to sponsor deals continue to dominate…
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White papersPrivate Credit: An Emerging Silver Lining
Careful deal selection and attention to risk can help investors capitalize on recent market turbulence.
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White papersEnergy Beyond the Crisis: Seven Themes to Watch
Energy security, restocking and new investment are key trends to watch coming out of the Iran conflict.
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VideoWebinar Replay: Asset Allocation Outlook 3Q 2026
With real rates driving markets and AI’s investment reach expanding into power, industrials, and real assets, where are the best opportunities across equities, fixed income, and alternatives?
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White papersAt AI’s Edge: Precision Hardware Is Moving From Data Centers To Devices
As the AI rollout shifts from training large language models in the cloud to orchestrating armies of agents on local devices, hardware makers are racing to upgrade their components to meet rising computational demand.
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White papersSix Themes Redefining the Corporate Hybrid Market
The corporate hybrid market has gone global, with issuance hitting €108 billion in 2025. Six forces are reshaping what this asset class is, who issues it, and how investors should approach it.
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White papersFixed Income Outlook 3Q 2026: Looking to the Data When Visibility Is Low
Diverging economic growth and less visibility on policy are creating opportunities in fixed income rates and credit.
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White papersSolving for 2026: Mid-Year Scorecard
At the halfway point of 2026, Neuberger’s investment leaders review the five key themes we identified heading into the year: what we got right, what we got wrong, and what to watch for going forward.
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White papersEquity Outlook 3Q 2026: Broadening Earnings Growth Meets Elevated Volatility
We believe the market will continue to rally—driven by broadening earnings, not multiple expansion—though the grind higher may be bumpier as risk mounts.
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White papersHow SpaceX and AI Spending Are Reshaping Investment Grade Credit
Hyperscalers are coming to the bond market at scale to fund AI spending, and the implications for investment grade credit investors are significant.
