Fixed Income Decision Points

Decision Points brings together views across Neuberger’s Fixed Income Team, looking at the data driving bond markets. Together, those perspectives offer a closer look at how the opportunity set is evolving across public and private markets.

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The Data Driving Central Banks

As central banks hike, Ashok Bhatia, CIO and Global Head of Fixed Income, explains why we expect fewer rate hikes than bond markets currently price and how that view is informing our approach to duration and credit.

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Fixed Income Decision Points Video Thumbnail
September 25, 2026 3 min watch

The Data Driving Central Banks

As central banks hike, Ashok Bhatia, CIO and Global Head of Fixed Income, explains why we expect fewer rate hikes than bond markets currently price and how that view is informing our approach to duration and credit.

Ashok Bhatia
September 23, 2026 10 min listen

Focus sui tassi, non sui deficit pubblici

I mercati obbligazionari globali non stanno scontando una crisi fiscale, ma stanno anticipando un nuovo ciclo di rialzo dei tassi; una distinzione importante e che dovrebbe guidare, a nostro avviso, il riposizionamento dei portafogli.

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Real Rates, Repriced Credit and the Case for a Short Fed Cycle

The Fed has turned hawkish, but core inflation is still falling. In this episode, we unpack what's really driving real yields — and where bond market value sits globally.