neuberger

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1. 1▶A New Growth Plane for Japanese EquitiesDisruptive Forces in Investing20:49Notes
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2. 2▶Mid-Year Scorecard: Assessing Our Solving For 2026 CallsDisruptive Forces in Investing26:07Notes
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3. 3▶Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in PassiveDisruptive Forces in Investing25:33Notes
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4. 4▶How Asset-Based Finance Is Powering the AI Infrastructure BoomDisruptive Forces in Investing19:26Notes
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5. 5▶Capital Solutions: A Flexible Response to Private Equity's Exit ProblemDisruptive Forces in Investing26:27Notes
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6. 6▶Beyond Macro: A Value Lens on Emerging Markets EquityDisruptive Forces in Investing26:51Notes
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7. 7▶The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active OwnershipDisruptive Forces in Investing31:50Notes
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8. 8▶2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public PipelineDisruptive Forces in Investing25:48Notes
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9. 9▶BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit MarketsDisruptive Forces in Investing17:00Notes
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10. 10▶The Great Bond Divergence: Opportunities Across Curves, Countries, and CreditDisruptive Forces in Investing23:07Notes
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