PODCAST
Disruptive Forces
IN INVESTING
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Welcome to Disruptive Forces, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.
Disruptive Forces in Investing | May 2025
The High Yield Playbook: Positions and Possibilities
- (17:35) Explore how wider spreads, tariff impacts, and sector-specific trends are reshaping the high yield market.
Disruptive Forces in Investing | April 2025
Volatility: Finding True Diversifiers
- (20:32) Explore how true diversifiers and dynamic strategies can help investors mitigate market volatility and build resilient portfolios in uncertain times
Disruptive Forces in Investing | April 2025
It’s April: Time to Talk Taxes
- (17:57) Discover how tax-efficient strategies can unlock hidden value in volatile markets.
Disruptive Forces in Investing | March 2025
Could Value Stocks Make a Comeback?
- (20:32) Is it time for investors to rethink their approach to value investing?
Disruptive Forces in Investing | March 2025
NVIDIA, DeepSeek and the Evolution of AI
- (28:03) How are market assumptions about AI shaping investor sentiment, and what do advancements like DeepSeek mean for the future of semiconductors and global innovation?
Disruptive Forces in Investing | February 2025
What Do Tariffs Mean for Private Equity?
- (14:34) Ralph Eissler discusses tariffs and Private Equity with host Anu Rajakumar
Meet Our Moderator
Anu Rajakumar, Multi-Asset Advisor
Anu Rajakumar, Managing Director, joined the firm in 2008. Anu is a Multi-Asset Client Advisor, focusing on delivering customized multi-asset solutions and working with our firm’s Strategic Partner clients to achieve their unique goals and objectives.
Prior to joining the Multi-Asset investment team, she worked in the firm’s Hedge Fund Solutions group, where she was an analyst. Anu received a BS in Finance with a minor in Entrepreneurship from the University of Florida.