PODCAST · business
The Investment Conversation
by Lord Abbett
Lord Abbett investment experts offer timely insights on crucial topics in the equity and fixed-income markets, along with analysis of key economic trends.
Episodes
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Making Flexibility Count with Multi-Sector Fixed Income
In this episode, Lord Abbett Portfolio Manager Gregory Benz explains how flexibility, when applied with discipline and a clear understanding of risk and tradeoffs, can help improve fixed-income outcomes across varying market environments.
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Multi-Sector Fixed Income: How Sector Depth Creates an Edge
In this episode, Lord Abbett Portfolio Managers Adam Castle and Christopher Gizzo explain how sector depth and cross-market analysis informs issuer selection, with the AI infrastructure buildout a key example of how the multi-sector framework comes together.
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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.
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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.
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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.
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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.
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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.
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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...
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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.
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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.
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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.
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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.
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The Investment Conversation: Forces Driving Market Volatility
In this podcast, Lord Abbett's Fixed Income and Equity portfolio managers, Rob Lee and Matt DeCicco, discuss recent episodes of market volatility and what they may mean for investors.
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The Active Investor: Seeking Quality and Value in Today’s Market
In this podcast, Lord Abbett Portfolio Manager John Hardy discusses the current equity market environment, and how an active, value-oriented approach can help investors uncover long-term opportunities.
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The Investment Conversation: Why Origination Matters in Private Credit Deals
In this podcast, Lord Abbett Head of Origination Jonathan Pearl discusses his team’s approach to sourcing and constructing direct lending transactions—including when to say “no.
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The Active Investor: Why a Flexible Approach to Credit Makes Sense
In this podcast, Lord Abbett Portfolio Manager Steve Rocco discusses the current environment for credit and how his team approaches combining public and private investment vehicles in fixed income portfolios.
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The Active Investor: Growth Equity Through the Lens of AI and Innovation
In this podcast, Lord Abbett Portfolio Manager Thomas O’Halloran explores the evolution of artificial intelligence (AI) and how a technology inflection point can change the growth equity investment landscape.
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The Investment Conversation: Prospects for Private Credit in 2026
In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses the landscape for direct lending in 2026.
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The Investment Conversation: What Will Drive the Municipal Bond Market in 2026?
In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the year ahead.
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The Investment Conversation: Focusing on Fixed Income Markets in 2026
In this podcast, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco explore the factors that could influence the performance of taxable fixed income investments in 2026.
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The Investment Conversation: Will Equities Remain Resilient in 2026?
In this podcast, Lord Abbett Portfolio Manager Matt DeCicco examines the factors that could influence equity market performance in the coming year.
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The Active Investor: Exploring International Equities
In this podcast, Lord Abbett Portfolio Manager Matthias Knerr discusses the factors behind the recent strength in international equities, and how his team approaches investing in the asset class.
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The Active Investor: Dimensions of Private Credit and Direct Lending
In this podcast, Lord Abbett Portfolio Manager Vince Lu discusses the evolution and growth of the asset class--and addresses questions about whether a “bubble” is forming in the private credit market.
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The Active Investor: Considering Core and Core-Plus in the Current Environment
In this podcast, Lord Abbett Portfolio Manager Leah Traub discusses the current economic and monetary policy backdrop—and how it’s influencing her team’s approach to investing in intermediate-term bonds.
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The Active Investor: Mapping the Opportunities in Global Equities
In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses his team’s approach to investing in global equities, and the role the asset class can play in investment portfolios.
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The Active Investor: Expanding the Opportunity Set in Municipal Bonds
In this podcast, Lord Abbett Portfolio Manager Greg Shuman discusses innovative approaches to investing in high-yield municipal bonds.
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The Active Investor: The Case for an Innovative, Flexible Approach to Credit
In this podcast, Lord Abbett Portfolio Manager Greg Benz discusses the growing appeal of combining public and private investment vehicles in fixed income portfolios.
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The Investment Conversation: A Midyear Map of Fixed Income Markets
In this podcast, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco explore the factors that could influence the performance of taxable fixed income investments in the second half of 2025.
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The Investment Conversation: A Midyear Update on Private Credit
In this podcast, Lord Abbett Partner, Portfolio Manager, and Head of Private Credit, Stephan Kuppenheimer, discusses the landscape for direct lending in the second half of 2025.
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The Investment Conversation: Taking the Measure of Municipal Bonds at Midyear
In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the second half of 2025.
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The Investment Conversation: Second-Half Signals for Equities
In this podcast, Lord Abbett Portfolio Manager Matt DeCicco examines the factors that could influence equity market performance in the second half of 2025.
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The Active Investor: For Equities, a Focus on Quality in a Volatile Market
In this podcast, Lord Abbett Portfolio Manager Darnell Azeez discusses recent market volatility and how stocks of quality companies may be more favorably positioned in the current environment.
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The Investment Conversation: What’s Ahead for Municipal Bonds?
In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the coming year.
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The Investment Conversation: What Will Influence Fixed Income in 2025?
In this podcast, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco explore the factors that could influence the performance of taxable fixed income investments in 2025.
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The Investment Conversation: What Will Drive Equities in 2025?
In this podcast, Lord Abbett Portfolio Manager Matt DeCicco examines the factors that could influence equity market performance in the year ahead—and the opportunities his team is focused on now.
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The Investment Conversation: Exploring the Private Credit Landscape
In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses the evolution of the private credit market, and how his team is identifying investment opportunities in this fast-growing space.
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The Active Investor: An Update on Investment Grade Floating Rate
In this podcast, Lord Abbett Portfolio Manager Adam Castle discusses the current market environment, and how his team identifies opportunities in investment grade floating rate securities.
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The Investment Conversation: Bond Market Viewpoints for the Second Half
In this podcast, Lord Abbett Portfolio Managers Steven Rocco and Rob Lee explore the factors that could influence the performance of taxable fixed income investments in the second half of 2024.
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The Investment Conversation: A Midyear Checkpoint for Equities
In this podcast, Lord Abbett Portfolio Manager Matt DeCicco discusses the factors that may shape the equity market in the second half of the year.
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The Investment Conversation: Key Second-Half Themes for Municipal Bonds
In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive muni-market performance in the months ahead.
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The Active Investor: Gauging the Potential for Innovation Growth
In this podcast, Lord Abbett Portfolio Manager Tom O’Halloran discusses the generative AI and other trends that may drive future growth in the innovation equity space.
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The Active Investor: Mapping Opportunities in Global Equities
In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses the outlook for global equities, and how the investment team identifies opportunities in the current market.
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The Investment Conversation: The U.S. Economy, Inflation, and the Fed
In this podcast, Giulio Martini, Director of Strategic Asset Allocation offers insights on recent developments in the economy and U.S. Federal Reserve policy—and their implications for investors.
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The Active Investor: A Closer Look at Opportunistic Credit
In this podcast, Lord Abbett investment professionals discuss the current market environment, and the factors that inform security selection in opportunistic credit.
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The Investment Conversation: Key Themes for 2024
Lord Abbett investment leaders discuss the economic and market outlook and provide insight on investment opportunities and risks across key asset classes as 2024 begins.
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The Active Investor: Insights on Investment-Grade Credit
Lord Abbett Portfolio Manager Andrew O’Brien discusses the current fixed-income environment—and the market sectors where his team is finding opportunities.
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The Active Investor: Earnings, AI, Weight-Loss Drugs, and Other Big Equity Topics
In this podcast, Lord Abbett Investment Strategist Melanie Coffin discusses key trends in third-quarter earnings, and how the disruptive effects of new weight-loss drugs and artificial intelligence are creating investment opportunities in the innovation space.
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The Active Investor: Sizing Up Special Situations in Credit
Lord Abbett Portfolio Manager Todd Solomon discusses how he and his team identify opportunities in credit of companies that have complex capital structures or have experienced dislocations in their industry or in the market.
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The Active Investor: The Prognosis for Innovative Healthcare Stocks
In this podcast, Lord Abbett Portfolio Manager Matthew DeCicco discusses how he and his team identify the most promising innovative healthcare stocks—and where they’re seeing opportunities now.
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The Active Investor: The Quest for High-Quality Stocks
In this podcast, Darnell Azeez discusses the importance of high-quality, dividend growth stocks in today’s market environment.
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Frequently Asked Questions
How many episodes does The Investment Conversation have?
The Investment Conversation currently has 98 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Investment Conversation about?
Lord Abbett investment experts offer timely insights on crucial topics in the equity and fixed-income markets, along with analysis of key economic trends.
How often does The Investment Conversation release new episodes?
The Investment Conversation has 98 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Investment Conversation?
You can listen to The Investment Conversation on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Investment Conversation?
The Investment Conversation is created and hosted by Lord Abbett.
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