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PODCAST

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 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.
Dave Brown David M. Brown, CFA Co-Head of Global Investment Grade Fixed Income
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 Michael Recce Chief Data Scientist
Richard Nackenson Richard S. Nackenson Senior Portfolio Manager
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 Samuel Porat Head of Alternative Yield Strategies
Zachary Sigel Zachary Sigel
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 Pim van Schie Senior Portfolio Manager
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 Hari Srinivasan Senior Research Analyst
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 Conrad Saldanha, CFA Senior Portfolio Manager
November 26, 2019
Disruption Outlook: The Politics of Healthcare
Where are investors finding opportunities as the healthcare sector faces political uncertainty?
Ari Singh Ari Singh, CFA Senior Research Analyst
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 Ingrid S. Dyott Co-Portfolio Manager
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.
Tim Creedon Timothy F. Creedon, CFA Director of Global Equity Research
Ray Carroll Ray Carroll, PhD, CFA Chief Investment Officer—Breton Hill
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 Susan Kasser, CFA Co-Head of Private Credit
October 01, 2019
Disruption Outlook: Negative Rates
What are the investment implications of this unusual bond market environment?
Ashok Bhatia Ashok Bhatia, CFA Deputy Chief Investment Officer—Fixed Income
Olumide Owolabi Olumide Owolabi Portfolio Manager, Global Fixed Income
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 Jennifer Signori SVP, ESG and Impact Investing
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 Benjamin Nahum Senior Portfolio Manager
August 22, 2019
Late Cycle Investing: What’s Next?
What can investors expect as the next downturn seems inevitable?
Erik L. Knutzen Erik L. Knutzen, CFA, CAIA Chief Investment Officer—Multi-Asset Class
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 Charles Murphy Research Analyst
Scott Woodcock Scott Woodcock Research Analyst
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 Jonathan Bailey Head of ESG Investing
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 Michael Recce Chief Data Scientist
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.
Barr Michael Michael Barr Senior Research Analyst
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 Daniel Flax Senior Vice President
Yan Taw (YT) Boon Yan Taw (YT) Boon Managing Director
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 Anu Rajakumar Multi Asset Class Advisor
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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Anu Rajakumar's picture
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.

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