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The Investment Conversation episodes
- Innovation’s Expanding Reach Across Global Equity Markets
In this podcast, Lord Abbett Director of Equities, Matthew DeCicco explores the investment implications of technological innovation across global markets and sectors and how increasing dispersion can create opportunities for active investors.
21 min - AI Buildout: Demand, Disruption, and Equity Opportunity
In this podcast, Lord Abbett Director of Equities, Matthew DeCicco examines AI spending, valuations, demand, and the signals investors can watch to assess the durability of the investment cycle.
26 min - Strong Private Credit Underwriting Begins with Defense, Part 2
Steve Kuppenheimer, Head of Private Investments, discusses the portfolio management decisions behind private credit outcomes, from portfolio construction to leverage, valuation, and the convergence of public and private markets.
25 min - Strong Private Credit Underwriting Begins with Defense, Part 1
Steve Kuppenheimer, Head of Private Investments, explains how experienced lenders price risk, evaluate borrowers, and prioritize downside protection in today's private credit market.
22 min - The Investment Conversation: What to Look for in a Multi-Sector Fixed Income Platform
In this episode, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco discuss how a flexible multi-sector approach can help
investors navigate increasing market dispersion, and why an extensive credit platform is essential to identifying opportunities across
the credit spectrum.
40 min - The Investment Conversation: Assessing Opportunities in Private Real Estate
How are institutional investors navigating today's housing market? In this episode of The Investment Conversation, Eric Phillipps (Head of Private Real Estate Investments at Lord Abbett) breaks down the long-term fundamentals, macroeconomic data, and technology driving modern real estate allocations.
32 min - The Investment Conversation: Public and Private Credit Markets Converge
In this podcast, Lord Abbett portfolio managers Vincent Lu and Kearney Posner discuss how public and private credit markets are evolving into a broader toolkit of solutions for borrowers and investors.
32 min - The Investment Conversation: Private Credit Origination, from Start to Finish
In this podcast, Lord Abbett Managing Director Juli Van Hook discusses her team’s approach to the discipline of sourcing and structuring direct loans to businesses—and what she sees in the market today.
20 min - The Active Investor: Exploring the Opportunistic Credit Spectrum
In this podcast, Lord Abbett Portfolio Manager Adam Castle discusses what he’s watching in credit markets, how opportunities are evolving across structured securities, and how his team is thinking about risk in the current environment.
35 min - The Investment Conversation: Current Perspectives on Private Credit
In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses today’s environment for private credit and direct lending—and how recent developments may result in more favorable conditions for investors going forward.
24 min
About The Investment Conversation
From the publisher's feed
Lord Abbett investment experts offer timely insights on crucial topics in the equity and fixed-income markets, along with analysis of key economic trends.