Track how Neuberger Berman is framing markets, scan the latest summaries first, and move directly into the original article page when a view deserves more time.
Coverage
26 summaries
Latest note
Mar 12, 2026
Themes
4 recurring topics
Most common on this page
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Mar 12, 2026
25 sec read
Added to Just Summit
Credit markets appear stable, yet widening dispersion is revealing mounting pressure beneath the surface.
Business development companies and private credit lenders are facing tighter conditions, even as investors reassess the risks they have been paid to take.
Mar 12, 2026
31 sec read
Added to Just Summit
The rapid rise of AI is reshaping how investors value software businesses, challenging long‑held assumptions about growth, margins, and competitive moats.
For equity investors, this can mean greater dispersion in outcomes as leaders that harness AI to deepen product stickiness...
Feb 12, 2025
75 sec read
Added to Just Summit
The private market environment is showing signs of normalization following a period of liquidity drought, allowing investors to refocus on building portfolios that align with unique investment goals.
Post-COVID, markets experienced extremes, with initial fluidity giving way to inactivity due...
Nov 7, 2024
46 sec read
Added to Just Summit
The U.S. election results, with Donald Trump winning the presidency and Republicans controlling Congress, suggest policy shifts with significant implications for growth, inflation, and interest rates.
Growth prospects for 2025 may be modestly higher due to potential tax, energy, and...
Nov 5, 2024
52 sec read
Added to Just Summit
The investment outlook suggests a potential resurgence in small cap stocks in the near- to mid-term, characterized as the early stages of a new bull run.
The disparity between large and small caps has widened, with the Russell 1000's market...