Ashok Bhatia
Chief Investment Officer and Global Head of Fixed Income at Neuberger Berman, providing expertise on credit markets, macro outlooks, and fixed-income strategy.
Best podcasts with Ashok Bhatia
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12 snips
Mar 11, 2026 • 17min
BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets
Ashok Bhatia, Neuberger Berman’s Chief Investment Officer and Global Head of Fixed Income, explains the hidden turbulence in credit markets. He discusses rising dispersion beneath calm index spreads. He breaks down pressure on BDCs tied to software loans and how AI is reshaping capital structures. He also covers oil shock implications for Fed policy and where selective fixed-income opportunities may lie.
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.
