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CIO Weekly Perspectives
Risk Assets: Dispersion Trumps Directionality
2026 was unlikely to be a year for broad market beta. The Middle East conflict and the AI-driven sell-off have now made that case impossible to ignore.
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Disruptive Forces in Investing | March 2026
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
- (20:53) Credit spreads may look calm on the surface, but underneath, dispersion is rising fast. In this episode, we break down the growing pressure on BDCs and private credit, how AI disruption is forcing a repricing of software company capital structures, and what the Middle East military conflict means for oil, inflation, and the Fed. We also explore where selective opportunities are emerging — and the crisis that shaped our Fixed Income CIO's approach to risk more than any other.
Article | March 2026
Why the Software Sell-off Doesn’t Tell the Whole Story
- The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and credit investors and lenders?
Disruptive Forces in Investing | February 2026
The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit
- Global bond markets are starting to diverge again. As correlations break down and policy and fiscal paths split across regions, investors face tight spreads but also new chances to add income, diversification, and flexibility. In this episode, we explore how a global approach can help investors stay nimble and find relative value across countries, curves, and credit.
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As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.