Ashok Bhatia
Neuberger Berman's Chief Investment Officer and Global Head of Fixed Income, providing expertise on credit markets, AI-driven financing, and portfolio positioning.
Best podcasts with Ashok Bhatia
Ranked by the Snipd community
10 snips
Jan 27, 2026 • 25min
How the AI Debt Supercycle Is Reshaping Credit Markets
Ashok Bhatia, Neuberger Berman's CIO and Global Head of Fixed Income, outlines the AI-driven surge in bond issuance and its impact on credit markets. He discusses hyperscaler financing, circular financing risks, complex securitization structures, and how AI is being used inside investment teams. The conversation highlights global opportunities and cautious positioning amid rising tail risks and political uncertainty.
