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Assessing the Iran Strikes
Risks to Oil from Iran
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Latest Thinking
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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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 | 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.
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.
Featured Strategies
85 Years of Investing
Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
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