Content (1036)
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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.
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PodcastCapital Solutions: A Flexible Response to Private Equity’s Exit Problem
Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits…
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White papersThe Case for Evergreen Funds in a Portfolio
Evergreen private equity funds offer institutional and wealth investors a streamlined alternative to traditional drawdown structures — eliminating the j-curve, enabling immediate capital deployment, vintage diversification, and operational simplicity…
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White papersCIO Weekly: To Infinity and Beyond…SpaceX’s IPO
The SpaceX IPO is without precedent in scale and structure. Its implications for markets, indices and portfolios extend well beyond the deal itself.
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White papersRenewable Infrastructure Investment: How Much Is Too Much?
Renewable infrastructure is attracting record capital—but how much is too much, and where does concentration start to hurt potential returns?
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White papersThe Great Rotation: Why the Recent Value Rally Is Ready to Resume
Barring a protracted stalemate in Iran, we believe value stocks are poised to resume their pre-conflict rally.
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White papersCIO Weekly: In Search of Breadth
The equity risk premium has effectively vanished. While it is a signal worth heeding, it is not cause for immediate alarm, particularly for portfolios that are genuinely diversified.
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White papersAgentic 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 papersCIO 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 papersFundamentals 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 papersAn 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.
