Investors faced mounting pressure even before the military strikes on Iran, with AI disruption weighing on software valuations, and rising stress in credit markets. Now that geopolitics are a concern, what are the asset allocation impacts? Join us for a virtual roundtable that will address:
· The software sector and AI disruption
· What the ongoing military strikes on Iran mean for oil prices, energy supply, and the broader macro backdrop
· Where we see default risk building in public and private credit markets, and how to position
On March 16, Joe Amato, CIO, Equities, Ashok Bhatia, CIO, Fixed Income, Jeff Blazek, Co-CIO, Multi-Asset, Shannon Saccocia, CIO, Wealth, and Tony Tutrone, Head of Neuberger Alternatives will come together for a cross-asset conversation on how to respond in portfolios.
For those who cannot attend, a replay of the webinar will be available. Additional details to follow.