Content (1068)
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PodcastReal Rates, Repriced Credit and the Case for a Short Fed Cycle
The Fed has turned hawkish, and the market is now pricing several more hikes. Our fixed income team isn’t convinced. Core U.S. inflation is still drifting lower, most of this year’s yield move has come from real rates rather than inflation expectations, and the disinflation case remains intact — all of which argues for a shorter path than consensus expects.
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White papersOn the Cutting Hedge: Generating Alpha While Managing Risk in the Current Regime
As volatility, correlations, market concentration and geopolitical risk have all risen, asset allocators are increasingly turning to hedge funds for strategic diversification.
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VideoNeuberger Private Markets: Q2 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.
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White papersHarvesting the Valuation Gap: The Strategic Role of Crossover Equity
Promising companies are choosing to fund their explosive growth in the private markets, creating a potentially attractive arbitrage for experienced “crossover equity” investors.
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White papersMusic Royalties Explained: From Niche Market Segment to Institutional Asset Class
Scarce capital and specialized expertise are forging opportunity in an emerging segment of the private credit market.
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PodcastA New Growth Plane for Japanese Equities
Japanese equities have undergone one of the most significant re-ratings in the developed world — but the story is evolving. The early phase was about leaner balance sheets and better capital management.
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White papersCapturing the Energy Opportunity Downstream
Crude looks well supplied—but the fuels we actually burn tell a different story. Diesel, gasoline and jet fuel inventories remain near 2022-crisis lows, as disruptions to Hormuz shipping, Russian refining and Middle East exports keep the squeeze downstream. The real energy opportunity isn’t in the barrel of crude—it’s in the barrel you burn.
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White papersSri Lanka’s Turnaround Story
How debt restructuring, rebuilt reserves and a fiscal turnaround are reshaping the country’s credit fundamentals — and what it means for emerging market debt investors
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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.
