Disruptive Forces in Investing

Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That's creating a compelling opportunity for asset-based lenders who can underwrite real collateral and contracts rather than picking techno ...  Show more

Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits, many acquired at elevated valuations during the low-rate era. For pro ...  Show more

Beyond Macro: A Value Lens on Emerging Markets Equity Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most import ...  Show more

Capital markets are pricing in geopolitical uncertainty. AI is reshaping how asset managers compete. And investors are asking harder questions about who they trust with their capital. George Walker, Neuberger's Chairman and CEO, sits down with Disruptive Forces host Anu Rajakumar ...  Show more

For years, some of the most consequential companies in technology have stayed private far longer than historical norms — growing to public-company scale without ever listing a share. Now, a significant pipeline of mega-cap private companies appears headed toward public markets, p ...  Show more