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Disruptive Forces in Investing Podcast
June 30, 2020
Thriving Amid Volatility: Perspectives on Asian Credit
(13:02) Despite volatility seen across global markets, the emerging markets across Asia have continued to thrive, both before and after the COVID-19 crisis. What is it about this region that has created these key opportunities?
Disruptive Forces in Investing Podcast
June 18, 2020
The Growth of Private Equity Secondaries
(20:49) During the Global Financial Crisis, the Secondaries market created opportunities as a means to gain liquidity in times of duress, but is that the same case today as a result of COVID-19?
Disruptive Forces in Investing Podcast
May 07, 2020
Real Estate Investing in the Digital Age
(18:52) In the last decade, we have seen that Real Estate investing has been impacted from the demand of cloud computing and 5G connectivity. With the added element of COVID-19, how could it shape the current REITS landscape?
Disruptive Forces in Investing Podcast
April 09, 2020
The Health Care Sector through a COVID-19 Lens
(17:55) 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 health care sector.
Disruptive Forces in Investing Podcast
March 10, 2020
Will Fallen Angels Drive the Market? A Look into BBB Bonds
(17:17) 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.
Disruptive Forces in Investing Podcast
February 11, 2020
Generating Alpha Through Data Science
(15:32) Data science is a new tool that can enhance traditional fundamental investment research, potentially sparking a revolution in active management.
Disruptive Forces in Investing Podcast
January 28, 2020
The Reality of Retail: Apocalypse or Renaissance?
(20:37) The retail landscape has undergone a transformation as changing consumer preferences and technological advances disrupt the sector.
Disruptive Forces in Investing Podcast
January 15, 2020
CLOs and Late Cycle Credit Investing
(15:31) How should investors be thinking about the loan market as the bifurcation in credit continues?
Disruptive Forces in Investing Podcast
December 20, 2019
Disruption Outlook: The Political Game of Breaking up Big Tech
(16:44) How might the technology sector fare as antitrust claims put tech giants under fire?
Disruptive Forces in Investing Podcast
December 10, 2019
Disruption Outlook: Trade War & Tariffs
(20:57) In emerging markets, it is critical for investors to separate signals from the noise as uncertainty around trade policy continues.
Disruptive Forces in Investing Podcast
November 26, 2019
Disruption Outlook: The Politics of Healthcare
(17:49) Where are investors finding opportunities as the healthcare sector faces political uncertainty?
Disruptive Forces in Investing Podcast
November 12, 2019
Human Capital Management & Investment Decision-Making
(10:57) Investors are increasingly interested in how companies are managing their workforce to drive growth and profitability over the long-term.
Disruptive Forces in Investing Podcast
October 30, 2019
Quantamental: A New Dimension of Active Investing
(17:55) The collaboration among quantitative and traditional investors are complementing and enhancing the investment process, sparking a revolution in active management.
Disruptive Forces in Investing Podcast
October 15, 2019
Private Credit: The Rise of a Core Asset Class
(15:12) Private credit has established itself as an emerging leader in the alternatives space, becoming a key source of long-term finance for borrowers globally.
Disruptive Forces in Investing Podcast
October 01, 2019
Disruption Outlook: Negative Rates
(19:03) What are the investment implications of this unusual bond market environment?
Disruptive Forces in Investing Podcast
September 17, 2019
Impact Investing: A Shifting Mindset Across Public and Private Markets
(13:16) 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.
Disruptive Forces in Investing Podcast
September 03, 2019
Activist Investing: The New Normal
(17:20) Shareholder activism has gained traction among investment managers as a means to implement meaningful change to improve long-term profit potential.
Disruptive Forces in Investing Podcast
August 22, 2019
Late Cycle Investing: What’s Next?
(16:51) What can investors expect as the next downturn seems inevitable?
Disruptive Forces in Investing Podcast
August 06, 2019
FinTech: Competitor or Collaborator?
(18:35) FinTech innovations have changed consumer expectations around financial services—will the incumbent players be displaced, or have they found a way to collaborate?
Disruptive Forces in Investing Podcast
July 23, 2019
Climate Change: A Growing Investment Consideration
(21:09) Companies must adapt as investors increasingly incorporate climate change considerations into their portfolios to achieve sustainable returns and avoid risk.
Disruptive Forces in Investing Podcast
July 08, 2019
Big Data: Exploiting an Inefficient Market
(13:03) 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.
Disruptive Forces in Investing Podcast
June 21, 2019
Autonomous Vehicles: An Evolution, not Revolution
(15:58) The convergence of tech and auto has led to rapid advancements in auto safety features, creating the building blocks for truly autonomous vehicles.
Disruptive Forces in Investing Podcast
June 21, 2019
5G: The Next Generation of Connectivity
(20:04) The implementation of 5G networks will allow for greater connectivity, affecting just about every area of the economy—how should investors prepare?
Disruptive Forces in Investing Podcast
June 14, 2019
Introduction to Disruptive Forces
(1:34) 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.