Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now

About this episode

The episode discusses investment strategies in light of policy changes and AI advancements as part of Neuberger's market outlook for 2026.

Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue compelling private markets opportunities? On this episode of Disruptive Forces, host Anu Rajakumar sits down with Shannon Saccocia, CIO for Wealth, and Maya Bhandari, CIO for Multi-Asset EMEA, to unpack Neuberger's Solving for 2026 market outlook. Together, they cover AI's next phase, multi-sector fixed income positioning, and the role of secondaries and co-investments—while outlining risks from policy missteps to power constraints and credit. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as…

People in this episode

Host: Anu Rajakumar

Guests: Shannon Saccocia, Maya Bhandari

Topics covered

• policy crosscurrents
• AI adoption
• investment strategies
• multi-sector fixed income
• private markets opportunities
• market outlook

Keywords

• investment
• AI
• policy
• market outlook
• fixed income
• private markets
• productivity

Mentioned in this episode

Organizations: Neuberger Berman

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