The featured report brings together Neuberger Berman’s investment leaders to outline the macro trends and market dynamics expected to define 2026.
Diverging global policy paths and AI-driven productivity gains are set to influence growth, inflation and rate-cut trajectories across regions.
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AI remains a key market driver, accelerating capex cycles and widening dispersion across sectors, while long-term rates appear to have stabilized after absorbing fiscal and debt-related risks.
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Private markets face slower exits but rising opportunities in secondaries, liquidity solutions and AI-linked infrastructure financing.
Explore the full report to understand how these themes may inform asset allocation and risk positioning in the year ahead.
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