Neuberger Berman market views, organized for advisors.

The current environment of elevated real interest rates is not yet posing a significant threat to economic growth.

However, a notable shift could occur should these rates continue their ascent towards the 3-4% range.

Broad-market equity benchmarks have become heavily concentrated in AI-linked companies, so investors are increasingly making a large implicit bet on the durability of that theme.

The opportunity is real, with AI still supporting strong capital spending, revenue growth, and productivity...

Energy security is moving back to the forefront as the Iran conflict underscores how quickly geopolitical shocks can affect oil and gas markets.

Restocking across supply chains may support near-term demand, while new investment in energy infrastructure and related sectors...

Recent market turbulence has created a more selective environment, where careful deal selection matters more than broad exposure.

Investors who focus on quality assets and disciplined underwriting may find attractive entry points as pricing adjusts and weaker positions come under...

Real rates remain a powerful force in markets, favoring assets with durable cash flow and pricing power while pressuring long-duration growth names.

In equities, the strongest opportunities may sit in AI-related infrastructure, industrials tied to electrification and data-center buildout, and...