Content (1054)
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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.
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PodcastKnow What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive
US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline numbers, the questions that matter most are about durability, valuations, and what investors actually own.
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White papersAsset Allocation Outlook 3Q 2026: Staying Pro-Risk in a Broadening AI Cycle
An AI-driven capital spending cycle is gaining speed, spreading across the broader economy and creating a supportive environment for risk assets.
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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.
