The Harder Questions: Neuberger CEO George Walker On Private Credit, AI, And Active Ownership
2026-05-06·via All Articles on Seeking Alpha
Summary
Markets are being reshaped by artificial intelligence. Geographic power is shifting. Private markets are maturing and in some corners showing their first signs of stress.
AI’s productivity gains for the broader economy may take longer to materialize than the enthusiasm suggests.
US is going to demonstrate the same market leadership that we have historically.
vadishzainer/iStock via Getty Images
Transcript
Anu Rajakumar: Investors today are navigating one of the most complex environments in a generation. Markets are being reshaped by artificial intelligence. Geographic power is shifting. Private markets are maturing and in some corners showing their first
