Content (1076)
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White papersWhy Private Markets Have a Role in Portfolios
Investors continue to raise their private markets allocations, and the evidence suggests good reasons for doing so. Headlines have focused on slower exits and on private equity trailing the largest public indices, yet a closer look at the data points to a more constructive picture.
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White papersHigh Yield’s Quality Upgrade
In episode 3, Joe Lynch, Global Head of Non-Investment Grade Credit, looks at what’s behind today’s attractive yields and how the below-investment-grade market has changed over the past 15 years. He discusses why he believes those yields may remain durable and why credit risk continues to be the key risk for investors.
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White papersAsset Allocation Outlook 4Q 2026: Repricing Risk, Recalibrating Exposure
The Asset Allocation Committee enters the fourth quarter moving to a more cautious near-term stance while maintaining a broadly constructive posture on risk assets. Higher long-end rates and the beginning of a modest rate hike cycle prompts risk adjustment at the margins.
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White papersKey Takeaways from Climate Week 2026
Climate Week NYC convenes leaders across business and government who are shaping capital, policy and markets. This year’s event, presented in coordination with the UN General Assembly, saw a range of experts addressing the shift from ambition to implementation…
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White papersCruising Altitude: Growth-Focused Governance Reform May Propel Japanese Equities to New Heights
Japan’s equity market appears to be entering the next phase of a two-decade structural transformation: Like a jumbo jet heading toward cruising altitude, we believe that ongoing growth-oriented governance and capital-management reforms may encourage…
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VideoAI Financing Is Reshaping Corporate Credit
In episode 2, David Brown, Global Co-Head of Investment Grade and Multi-Sector, looks at the next phase of AI financing. As borrowing extends beyond the hyperscalers, what could change for corporate credit investors?
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White papersWhen Capital Is No Longer Free: Rising U.S. Treasury Yields and the Repricing of Global Assets
The level of U.S. federal debt is frequently cited as evidence of an approaching fiscal crisis, but I think that conclusion is too simplistic. Yes, a publicly held debt load of around 101% of GDP1 is historically high and clearly warrants attention, but I do not believe the level itself is necessarily problematic.
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VideoThe Data Driving Central Banks
Decision Points is a new video series that looks at the data driving fixed income markets. Bringing together views across Neuberger’s Fixed Income Team, these perspectives offer a closer look at the opportunity set across public and private markets.
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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.
