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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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?

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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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