Neuberger Berman’s Solving for 2026 distills cross-asset positioning into five themes shaped by divergent policy paths, AI-driven capex and slow-moving credit dynamics.
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Monetary and fiscal policy diverge across regions as productivity gains meet cooling labour markets, opening rate and duration opportunities beyond the U.S.
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AI becomes a dominant macro driver, accelerating capex and broadening return dispersion across sectors and geographies.
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Private markets face constrained exits but expanding liquidity opportunities in secondaries, capital solutions and co-investments.
To explore how these forces shape strategic allocations across public and private markets, the full brochure lays out the investment road map.
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