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Disruptive Forces in Investing

Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.

Latest

April 09, 2020

The Health Care Sector through a COVID-19 Lens

On Thursday, April 2, Senior Health Care Analyst, Terri Towers, spoke with us to discuss her views on the implications of COVID-19 on the healthcare sector. Looking at the progression and outlook for the pandemic, Terri focuses on the impact on the healthcare industry itself: where are the stressors, which areas will be hit the hardest and what is the long-term view of the impact to this sector.

Terri Towers Senior Research Analyst

March 10, 2020

Will Fallen Angels Drive the Market? A Look into BBB Bonds

With about half of the investment-grade credit market categorized as BBB, investors have been keeping an eye on volatility, but growth might still be the right outlook.

Recorded on February 26, 2020.

David M. Brown, CFA Co-Head of Global Investment Grade Fixed Income

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February 11, 2020

Generating Alpha Through Data Science

Data science is a new tool that can enhance traditional fundamental investment research, potentially sparking a revolution in active management.

Michael Recce Chief Data Scientist

Richard S. Nackenson Senior Portfolio Manager

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January 28, 2020

The Reality of Retail: Apocalypse or Renaissance?

The retail landscape has undergone a transformation as changing consumer preferences and technological advances disrupt the sector.

Samuel Porat Head of Alternative Yield Strategies

Zachary Sigel

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January 15, 2020

CLOs and Late Cycle Credit Investing

How should investors be thinking about the loan market as the bifurcation in credit continues?

Pim van Schie Senior Portfolio Manager

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December 20, 2019

Disruption Outlook: The Political Game of Breaking up Big Tech

How might the technology sector fare as antitrust claims put tech giants under fire?

Hari Srinivasan Senior Research Analyst

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December 10, 2019

Disruption Outlook: Trade War & Tariffs

In emerging markets, it is critical for investors to separate signals from the noise as uncertainty around trade policy continues.

Conrad Saldanha, CFA Senior Portfolio Manager

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November 26, 2019

Disruption Outlook: The Politics of Healthcare

Where are investors finding opportunities as the healthcare sector faces political uncertainty?

Ari Singh, CFA Senior Research Analyst

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November 12, 2019

Human Capital Management & Investment Decision-Making

Investors are increasingly interested in how companies are managing their workforce to drive growth and profitability over the long-term.

Ingrid S. Dyott Co-Portfolio Manager

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October 30, 2019

Quantamental: A New Dimension of Active Investing

The collaboration among quantitative and traditional investors are complementing and enhancing the investment process, sparking a revolution in active management.

Timothy F. Creedon, CFA Director of Global Equity Research

Ray Carroll, PhD, CFA Chief Investment Officer—Breton Hill

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October 15, 2019

Private Credit: The Rise of a Core Asset Class

Private credit has established itself as an emerging leader in the alternatives space, becoming a key source of long-term finance for borrowers globally.

Susan Kasser, CFA Co-Head of Private Credit

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October 01, 2019

Disruption Outlook: Negative Rates

What are the investment implications of this unusual bond market environment?

Ashok Bhatia, CFA Deputy Chief Investment Officer—Fixed Income

Olumide Owolabi Portfolio Manager, Global Fixed Income

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September 17, 2019

Impact Investing: A Shifting Mindset Across Public and Private Markets

Impact investing has come to the forefront as investors have increased interest in understanding the social and environmental impact of their portfolio alongside investment performance.

Jennifer Signori SVP, ESG and Impact Investing

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September 03, 2019

Activist Investing: The New Normal

Shareholder activism has gained traction among investment managers as a means to implement meaningful change to improve long-term profit potential.

Benjamin Nahum Senior Portfolio Manager

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August 22, 2019

Late Cycle Investing: What’s Next?

What can investors expect as the next downturn seems inevitable?

Erik L. Knutzen, CFA, CAIA Chief Investment Officer—Multi-Asset Class

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August 06, 2019

FinTech: Competitor or Collaborator?

FinTech innovations have changed consumer expectations around financial services—will the incumbent players be displaced, or have they found a way to collaborate?

Charles Murphy Research Analyst

Scott Woodcock Research Analyst

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July 23, 2019

Climate Change: A Growing Investment Consideration

Companies must adapt as investors increasingly incorporate climate change considerations into their portfolios to achieve sustainable returns and avoid risk.

Jonathan Bailey Head of ESG Investing

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July 08, 2019

Big Data: Exploiting an Inefficient Market

Increasing amounts of digital information offer a new frontier for portfolio managers, allowing investors to evaluate companies on both a fundamental and data driven basis.

Michael Recce Chief Data Scientist

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June 21, 2019

Autonomous Vehicles: An Evolution, not Revolution

The convergence of tech and auto has led to rapid advancements in auto safety features, creating the building blocks for truly autonomous vehicles.

Michael Barr Senior Research Analyst

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June 21, 2019

5G: The Next Generation of Connectivity

The implementation of 5G networks will allow for greater connectivity, affecting just about every area of the economy—how should investors prepare?

Daniel Flax Senior Vice President

Yan Taw (YT) Boon Managing Director

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June 14, 2019

Introduction to Disruptive Forces

Dive into the world of Disruptive Forces, where we explore timely topics changing the investment landscape and new opportunities as a result of these movements.

Anu Rajakumar Multi Asset Class Advisor

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COMING SOON

Real Estate Investing in the Digital Age

How should investors be thinking about the evolving real estate landscape as technology continues to play a larger role in the sector?

The Growth of Private Equity Secondaries

Once a small segment of the private equity landscape, the secondary market has seen an evolution as it has become widely used by investors and private equity managers alike.

UPCOMING EPISODES

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MEET OUR MODERATOR

Anu Rajakumar

Multi-Asset Class Advisor

Anu Mathur Rajakumar, Senior Vice President, joined the Neuberger Berman in 2008. Anu has spent most of her tenure at the firm as a member of the Quantitative and Multi-Asset Class investment team. As a portfolio specialist on the team, her focus is on delivering customized multi-asset class solutions and working with our firm’s Strategic Partner clients to achieve their unique goals and objectives.

Prior to joining the Quantitative and Multi-Asset Class 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.

SOLVING FOR 2020

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