Insights
Podcast
The Liquidity Squeeze in Secondaries
(23:05) As the thirst for liquidity solutions intensifies, are we on the brink of a major market growth spurt in Private Equity Secondaries?Podcast
A Force to Be Reckoned With
(22:41) As we mark our 100th episode, we explore the disruptions facing our industry at large.Podcast
From Hype to Reality: The Impact of Generative AI
(26:14) With the boom of generative AI, we explore the sector to determine whether we truly are amid the next industrial revolution or if it is just beginning…Podcast
Bonds and Beyond in Today’s Fixed Income Markets
(25:51) As investors reassess their strategic asset allocation in this new investment regime, how should they position their fixed income portfolio?Podcast
Real Estate in a Time of Uncertainty
(20:40) As concerns about bank failures and rising interest rates persist, how has the real estate market been impacted?Podcast
The Changing Sentiment Around Wealth
(24:41) As baby boomers have started to transfer their wealth to the next generation, how could their heirs reshape the wealth management industry?Podcast
The Implications Behind Indexation
(14:33) Are there misunderstood aspects of indexation that investors should be aware of?Podcast
Emerging Opportunities in Emerging Markets Debt
(18:02) As a wave of sovereign debt default is on the rise, what’s next for Emerging Markets?Podcast
Commodities and Their Place in the Transition Pathway
(29:08) While commodities have been known to be a great inflation hedge, can this asset class also align with meeting the objectives of investors concerned about their environmental and social footprint?Podcast
Finding the Silver Lining in Commercial Real Estate
(19:40) Given the market crises that have challenged real estate markets, is there a silver lining to be found in commercial real estate?Podcast
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?Podcast
The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?Podcast
The Deal or No Deal of Event-Driven Investing
(19:48) Exploring the nuances of event-driven investing in today’s markets, we attempt to answer: how do the deals get made? And what happens when they don’t?Podcast
The Chatbot Phenomenon
(18:58) Could chatbots and artificial intelligence take over? Or simply change the way we work?Podcast
Natural Catastrophes in Today’s Climate
(18:40) Hurricane Ian was the most expensive weather disaster in 2022, how could the ILS asset class help mitigate these losses?Podcast
Funding the Future
(11:40) We explore how investors can use an “in it for the long haul” mindset.Podcast
Navigating Secondaries Amid Choppy Markets
(23:37) As we continue to provide insight into diversifiers across all asset classes, we explore how Private Equity Secondaries have evolved since 2020, and what could be ahead for the asset class.Podcast
The Portfolio Doctor Is In
(30:31) Now that a new year is upon us, we explore the tactics of seeking to craft attractive portfolios as we continue to see a path of volatility in 2023.Podcast
Solving for 2023: How the Tables Have Turned
(41:20) As we conclude 2022, we turn the tables to evaluate what could lie ahead for markets in 2023.Podcast
What Goes Up Must Come Down…Right?
(27:02) As inflation grows more apparent across the globe, we explore if there’s an end in sight, and how we see it impacting both Equities and Fixed Income investments.Podcast
Bank of Japan: The G-10 Outlier
(20:13) As economies around the world are dealing with the effects of inflation, we evaluate an outlier with a particularly dovish stance…Podcast
Could Liquid Alternatives Provide Answers?
(15:21) As liquidity remains a key area of focus for investors, particularly amid a volatile backdrop, what opportunities can be explored across more alternative investment categories?Podcast
Building on Infrastructure Investing
(12:04) As governments seem to be finally getting serious about infrastructure spending, we explore some considerations of investing in this space.Podcast
Making Sense of Markets and Policy Change
(16:00) From the Fed’s rate hikes to the BoE’s historic fiscal stimulus package, how should investors make sense of policy actions occurring around the world right now?Podcast
Investing at a Crossroads
(23:19) How could asset allocators change their approach with the goal of achieving compelling outcomes amid today’s investment landscape?Podcast
Inside the Psyche of the Connected Consumer
(19:35) As generational populations shift, what is going on in the psyche of today's digitally native consumer?Podcast
How the Space Economy Is Achieving Liftoff
(17:04) As we take off further into the Space Age, we explore the growth potential and opportunity set within this quickly evolving sector.Podcast
SDGs: A Framework for Investing
(28:35) How can investors utilize the UN’s Sustainable Development Goals as an informative framework to achieve better investment outcomes?Podcast
The Private Equity of Yesterday, Today and Tomorrow
(22:07) Traditionally, Private Equity has offered key return potential and diversification benefits, which has allowed it to grow dramatically in the last 30 years. But could we see that growth continue as markets take a downturn?Podcast
Forgo FOMO: Growth Investing for the Long Term
(12:08) As investors grapple with what the options are in today’s market, we look to growth stocks, which some may consider to be too risky right now, but we uncover how we believe that might not actually be the case…Podcast
The Mission Toward Carbon Transition
(17:11) What role does carbon play across infrastructure and are companies implementing changes across their operations as a result?Podcast
The Paradigm of Purpose and Profit
(18:26) How can companies respond to ESG issues in a way that goes beyond ticking-the-box exercises to capitalizing on these megatrends?Podcast
Mythbusting Crypto Investing
(22:11) Digital currency has been considered the new frontier for many investors, so we bring in the experts to explore the ramifications of investing in one of the newer asset classes amid today’s investment backdrop.Podcast
How to Keep Energy Going and Going…
(21:20) Energy markets have been dealing with the implications of ongoing inflation, ESG and geopolitical factors that have changed the investment landscape globally, so what’s next for the sector?Podcast
Understanding Short Duration for the Long Run
(21:01) The current High Yield market seems to display the characteristics that could make it an interesting investment opportunity, but does it answer an investor’s question of, will I get paid back?Podcast
How to Break the Bias for Women in Finance
(29:35) Across industries, we are still seeing a prominent gender gap in the corporate world. How can women become more visible in this case? And what role could men play in a more gender-equitable future?Podcast
Commodities: An Inflation Hedge for All Seasons?
(24:55) The inflation we’re seeing today is unlike what we have seen in 40 years. Thus commodities have become top of mind as a traditional inflation hedge. But what other factors come into play in asset allocation?Podcast
The Weakest Links in the Global Supply Chain: Part III
(17:30) In this final chapter of the supply chain series, we identify some of the key risks and opportunities across the technology sector as the global semiconductor shortages further impact the greater supply chain crisis.Podcast
The Weakest Links in the Global Supply Chain: Part II
(19:53) As we continue our conversations around the current global supply chain crisis, we evaluate what companies with production overseas are doing about meeting consumer demands and more.Podcast
The Weakest Links in the Global Supply Chain: Part I
(15:38) With store shelves looking emptier and shipments getting delayed, we explore what is happening in the global supply chain and what companies are doing about it.Podcast
Emission Impossible? Navigating Climate Action and Regulation
(20:41) At COP26, the 2021 United Nations Climate Change Conference, many promises were made. Now investors are closely watching governments and companies to see how they take concrete action.Podcast
The Future State of Real Estate Investing
(17:33) Real estate, both in the public and private markets, can act as a diversifier during times of uncertainty. But what are the other factors to consider within this asset class?Podcast
It’s Quitting Time: Exploring Labor Market Dynamics
(18:18) Known as “The Great Resignation” or “The Big Quit”, this phenomenon has been turning heads—but how long might this trend last? And what effects might we see going forward?Podcast
Taking a Second Look at Real Estate Secondaries
(13:48) With inflation and interest rate risks on the rise, what might make investors want to take a second look at real estate secondaries?Podcast
The Blurred Lines of Public and Private Equity
(21:52) Companies today have a variety of pathways to go public, but we also have seen them want to stay private for longer. So where might the opportunity set be within this gray area of investing?Podcast
ESG: From Evolution to Revolution
(15:30) With regulatory frameworks changing for ESG investing, what might investors want to keep in mind as they develop sustainable portfolios?Podcast
CAT Bonds: Finding Reassurance in Reinsurance
(20:12) With flooding, wildfires and hurricanes continuing to wreak havoc around the globe, how might investors want to consider these natural catastrophe risks within their portfolios?Podcast
Turning a New Leaf in Chinese Investing
(19:21) With changes to Chinese regulatory policy, many investors have started to pull away their investments in China. Putting the pandemic and geopolitical tensions aside, could these investors perhaps be leaving potential opportunities behind as a result?Podcast
Thinking Big When It Comes to Small Caps
(15:57) With the rise of meme stocks making headlines earlier this year, what other investment tools might be available to new and seasoned investors alike when it comes to investing in small caps?Podcast
Playing Good Defense in Diversification
(18:54) The idiom, “Don’t put your eggs in one basket” might come to mind when it comes to diversification, but how might investors want to go about heeding those timeless words of advice?Podcast
The Great Housing Diaspora of COVID-19
(19:35) As a result of mass deurbanization during the pandemic, the residential housing markets have seen unprecedented buyer activity over the last several months. But as buyer demand continues to saturate the market, where does that leave supply?Podcast
The Electrification of Mobility
(21:53) Vehicle and machinery electrification have increased in popularity, now more than ever. So what are global vehicle manufacturers doing to meet consumer demand?Podcast
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?Podcast
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?Podcast
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?Podcast
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.Podcast
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?Podcast
What Are Women Doing About Wealth?
(16:41) 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?Podcast
NB Votes for Meaningful Change
(14:25) 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.Podcast
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?Podcast
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.Podcast
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.Podcast
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?Podcast
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.Podcast
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?Podcast
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.Podcast
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?Podcast
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.Podcast
Evaluating the Options
(19:05) With volatility returning to the Options market, what are investors’ options now in this new investing climate?Podcast
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?Podcast
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?Podcast
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?Podcast
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?Podcast
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.Podcast
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?Podcast
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?Podcast
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?Podcast
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?Podcast
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.Podcast
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.Podcast
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.Podcast
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.Podcast
CLOs and Late Cycle Credit Investing
(15:31) How should investors be thinking about the loan market as the bifurcation in credit continues?Podcast
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?Podcast
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.Podcast
Disruption Outlook: The Politics of Healthcare
(17:49) Where are investors finding opportunities as the healthcare sector faces political uncertainty?Podcast
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.Podcast
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.Podcast
Disruption Outlook: Negative Rates
(19:03) What are the investment implications of this unusual bond market environment?Podcast
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.Podcast
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.Podcast
Late Cycle Investing: What’s Next?
(16:51) What can investors expect as the next downturn seems inevitable?Podcast
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?Podcast
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.Podcast
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.Podcast
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?Podcast
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.Podcast