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Disruptive Forces in Investing Podcast
November 17, 2020
The Next Generation of Wealth Management
(13:18) Using a deeper lens into financial crisis management and technological advances, we explore the investment behaviors of Millennials, the newest wave of investors, in comparison to the generations before them.
Disruptive Forces in Investing Podcast
November 03, 2020
Brexit Means Brexit: But What Could That Mean for Portfolios?
(14:55) As Brexit has gone into effect this year shortly before the COVID-19 crisis hit the globe, what do we think investors could now be considering in a post-Brexit economy?
Disruptive Forces in Investing Podcast
October 20, 2020
Disruptive Forces: 2020 U.S. Election Special
(20:47) The choice that Americans face in the upcoming election will not only impact the next four years in the United States but could impact the world.
Disruptive Forces in Investing Podcast
October 06, 2020
Evaluating the Options
(19:05) With volatility returning to the Options market, what are investors’ options now in this new investing climate?
Disruptive Forces in Investing Podcast
September 22, 2020
Traveling in the Unknown
(17:00) With social distancing guidelines currently in place, how do we travel amid the unknowns of COVID-19 in today’s “new” normal? And how are these industries doing as a result?
Disruptive Forces in Investing Podcast
September 08, 2020
The Investor’s Almanac: Opportunities in Real Estate
(12:19) The COVID-19 crisis has heavily impacted the current real estate investing landscape. With so many unknowns in this market, are there still opportunities to be found?
Disruptive Forces in Investing Podcast
August 25, 2020
Great Expectations in Credit: Now What Comes Next?
(19:16) Despite volatility since March, the credit markets have in fact seen opportunities, as a result of the COVID-19 crisis. So now, what’s next for investors?
Disruptive Forces in Investing Podcast
August 11, 2020
Getting a Seat at the Table: Exploring Diversity in Private Equity
(15:26) In light of recent events surrounding racial inequality, what is happening in the Private Equity space in regard to investing with diverse and emerging managers and how do these managers strive for success?
Disruptive Forces in Investing Podcast
July 28, 2020
Engagement at Its Core: Inside the NB25+ Advance Proxy Voting Initiative
(17:01) As we have concluded this year’s inaugural advanced proxy vote disclosure initiative, NB25+, we highlight the importance of advanced vote disclosure, how engagement with portfolio companies is at the core of the investment process and what lies ahead for the next proxy voting season.
Disruptive Forces in Investing Podcast
July 14, 2020
The Past, Present and Future of Insurance-Linked Securities
(14:30) As the insurance industry is potentially facing one of the biggest losses in history due to COVID-19, what can we learn from the past that could allow us to find opportunities in the future?
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.