Disruptive Forces in Investing

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Options Investing for Income, Liquidity and Volatility

October 06, 2026

Markets have had plenty to absorb this year, yet volatility has stayed comparatively contained. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Derek Devens, Senior Portfolio Manager in Neuberger's Options Group, who argues it now takes events with greater scale and duration to move the needle. Together they discuss what's setting today's volatility regime, how options can diversify portfolio cash flows, and why overlay and synthetic-borrowing techniques long reserved ...

Real Rates, Repriced Credit and the Case for a Short Fed Cycle

September 22, 2026

The Fed has turned hawkish, and the market is now pricing several more hikes. Our fixed income team isn't convinced. Core U.S. inflation is still drifting lower, most of this year's yield move has come from real rates rather than inflation expectations, and the disinflation case remains intact — all of which argues for a shorter path than consensus expects. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Ashok Bhatia, Neuberger's Chief Investment Officer and Global Hea...

A New Growth Plane for Japanese Equities

August 18, 2026

Japanese equities have undergone one of the most significant re-ratings in the developed world — but the story is evolving. The early phase was about leaner balance sheets and better capital management. Now, under Prime Minister Sanae Takaichi, the focus has shifted to earnings growth itself, and markets have responded in turn. Yet foreign inflows remain well below the Abenomics era peak, suggesting room to run.   On this episode of Disruptive Forces, host Anu Rajakumar speaks with Kei Okamur...