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.
What’s Fueling Investor Interest in Emerging Market Debt
In episode 5 of Decision Points, Rob Drijkoningen, Head of Fixed Income Europe & Global Co-Head of Emerging Markets Debt, considers what could sustain the turnaround and why he favors local currency debt.
Why Investors Should Consider Securitized Credit
In episode 4, Jose Pluto, Portfolio Manager, Global Securitized Products Team, looks beneath the consumer headlines – examining what’s driving strong issuance and exploring what securitized credit can bring to fixed income portfolios.
High 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.
AI 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?
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.
