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

Page: https://stenobird.com/podcast/disruptive-forces-in-investing-558440/solving-for-2026-policy-crosscurrents-ai-and-where-to-position-now
Text version: https://stenobird.com/podcast/disruptive-forces-in-investing-558440/solving-for-2026-policy-crosscurrents-ai-and-where-to-position-now.md
Podcast: [Disruptive Forces in Investing](https://stenobird.com/podcast/disruptive-forces-in-investing-558440)
Published: 2025-12-16T14:29:51+00:00
Episode link: https://disruptive.libsyn.com/solving-for-2026-policy-crosscurrents-ai-and-where-to-position-now
Audio file: https://traffic.libsyn.com/clean/secure/disruptive/Disruptive_Forces_-_Solving_26_PASS3.mp3?dest-id=1167224
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JSON: https://stenobird.com/v1/public/podcasts/disruptive-forces-in-investing-558440/episodes/solving-for-2026-policy-crosscurrents-ai-and-where-to-position-now
Duration seconds: 1619

## Resource

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 investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services m…

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