Solving For 2026: Mid-Year Scorecard

The Middle East conflict reshaped the macro landscape, making an already complex monetary and fiscal picture significantly more challenging. AI has continued to dominate the macro and market narrative, with its benefits materializing faster and more emphatically than many expected. Long rates have risen moderately in the wake of the Middle East conflict, with yields on 10-year and 30-year Treasuries up about 30 and 15 basis points, respectively, year-to-date through end May, according to official data.

At the halfway point of 2026, Neuberger’s investment leaders review the five key themes we identified heading into This article was written by Neuberger 3.33K Followers Follow Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again in 2025, we were named Best Asset Manager for Institutional Investors in the US (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.