While women may still be in the minority within the world of finance, some might not realize how disruptive female investors have the potential to be. As we prepare for an anticipated wealth transfer of $30 trillion to women over the next ten years, what should we know about their behavior/preferences and how they invest assets differently than men? And what has the industry done to accommodate this new wave of wealth that female investors bring to the table? Neuberger Berman’s Head of Private Wealth Management, Stephanie B. Luedke, sits with Anu Rajakumar on Disruptive Forces to share her perspective as a female investment professional as well as discuss trends across wealth management and women who invest today.
Resolving the Puzzle
To make sense of today’s market conundrum, remember that things could have been worse than they are, and that investors are more defensive than they appear.
Is the Consumer Cracking?
News from the consumer sector reveals intriguing trends, as well as the importance of credit and security selection in today’s complex market environment.
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
International Small Caps: Quality Plus Quantity
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
Private Markets in Volatile Times
Recent market turbulence provides yet another example of how private equity managers have improved their ability to weather volatile conditions.
A Tale of Two Indices
How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is.
The Case for Private Credit in Insurance Portfolios
An ever-expanding menu of private credit strategies can offer insurers the potential for attractive risk-adjusted returns.
What ‘Data-Dependent’ Feels Like
As central banks become more “data-dependent,” will monetary policy become less predictable and markets potentially more volatile?