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Neuberger Berman CEO George Walker at Semafor World Economy, Sonic AI
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Semafor World Economy Summit 2026
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Neuberger Berman CEO George Walker at Semafor World Economy
Semafor World Economy Summit 2026
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Apr 29, 2026
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17:37
Conference
Interview
Neuberger Berman CEO George Walker at Semafor World Economy
From
Semafor World Economy Summit 2026
· 2026
George Walker
(CEO, Neuberger Berman, guest)
Get the full transcript next time Semafor World Economy Summit 2026 releases an episode
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Executive Summary
economy is in a solid position, with corporate earnings expected to show strong low-to-mid teens growth in the near term.
Significant "left tail risks" exist, primarily from geopolitical conflict in the Middle East, which could make sustained $100+ oil prices problematic for the global economy by the fall.
A Federal Reserve interest rate cut is still expected later in the year, justified by real labor productivity gains from AI and abating wage pressures.
The private credit market is entering a new phase where manager skill will be crucial, as unsustainably low default rates are expected to rise and performance will diverge significantly.
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Processed May 10, 2026
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