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Disruptive Forces in Investing Podcast
June 15, 2021
Making the REIT Move In Real Estate
(22:00) As we’ve begun to adjust to the “new normal” of a post-pandemic economy, what might investors want to keep their eyes on in REITs?
Disruptive Forces in Investing Podcast
June 01, 2021
When Do Commodities Become a Hot Commodity?
(16:36) Since the early beginnings of civilization, commodities, such as grains, metals and coffee among others, have been a vital part of global commerce. But how will commodities today be impacted as we move further into the new normal?
Disruptive Forces in Investing Podcast
May 18, 2021
Public vs. Private Credit: Competitors or Allies?
(19:50) Over the course of more than a decade, private debt has been in high investor demand. But how does private debt come into play alongside public fixed income markets?
Disruptive Forces in Investing Podcast
May 04, 2021
Post-Crisis Investing for the Long Haul
(17:32) Looking to macroeconomics, we evaluate if investors are now at a market inflection point and what the associated implications are that could lie ahead.
Disruptive Forces in Investing Podcast
April 20, 2021
The Rising Tide of Equity Duration
(14:44) With concerns of inflation pressures anticipated in the months ahead, we explore Equity Duration as an intriguing tactic to consider during the potential winds of change in today’s economy.
Disruptive Forces in Investing Podcast
April 06, 2021
Striving for a Net-Zero Investment Climate
(20:45) Climate change and achieving net-zero carbon emissions are at the forefront of global policy issues today, but how can investors make an impact when it comes to their portfolios?
Disruptive Forces in Investing Podcast
March 23, 2021
What Are Women Doing About Wealth?
As we prepare for an anticipated wealth transfer of $30 trillion to women over the next ten years, what should we know about how women invest assets differently than men?
Disruptive Forces in Investing Podcast
March 09, 2021
NB Votes for Meaningful Change
Using broad analysis and insights, the ESG Investing team evaluated what, in their view, is important to share with companies in order to make a difference, especially after a year like 2020.
Disruptive Forces in Investing Podcast
February 23, 2021
The Workhorse for 5G
(20:08) With society continuing to rapidly rely more and more on the Internet of Things, telecom companies have needed to find ways to stay competitive. But what makes that intriguing for investors?
Disruptive Forces in Investing Podcast
February 09, 2021
How to Sustain Sustainability
(14:50) With sustainable investment approaches getting more popular across the globe, we explore the aspects of what may be allowing corporations to be successful as the world tries to reduce its carbon footprint.
Disruptive Forces in Investing Podcast
January 26, 2021
Shaping the Future of Healthcare
(18:05) As the world saw the coronavirus vaccines get developed and administered within a year of the first confirmed case, we evaluate the level of innovation we’re seeing across the healthcare sector today.
Disruptive Forces in Investing Podcast
January 12, 2021
Making the Case for Value
(13:36) With the value rally that has now been emerging, what might investors want to consider when it comes to value?
Disruptive Forces in Investing Podcast
December 29, 2020
Solving for 2021: An Inside Look
(16:34) As 2020 comes to a close, we reflect on the volatile year we have had and look forward to the year ahead, as detailed in our annual investment outlook, Solving for 2021.
Disruptive Forces in Investing Podcast
December 15, 2020
The World Wide Web of Retail
(16:02) Early indications show that Black Friday and Cyber Monday sales went well for retailers and consumers alike, so what are some of these companies are doing to maintain customer satisfaction during this unprecedented time?
Disruptive Forces in Investing Podcast
December 02, 2020
Getting Smarter Around Disruption
(11:48) As more and more groundbreaking business concepts continue to enter the market, one might wonder what it is about an idea or concept that makes it truly disruptive and the thought process behind it.
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 Advance Proxy Voting Initiative
(17:01) As we have concluded this year’s inaugural advanced proxy vote disclosure initiative, 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
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 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 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.