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Disruptive Forces in Investing | January 2025
Small Caps, Big Opportunities
(12:12) Anu Rajakumar chats with Greg Spiegel on the opportunities, risks and potential of this asset class
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Disruptive Forces in Investing | December 2024
Solving for 2025
(27:00) With specialized insights into growth drivers, equity market shifts, and bond market opportunities, we dive into our 2025 outlook, Solving for 2025.
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Disruptive Forces in Investing | November 2024
Disruptive Forces Election Special: Trump's Cabinet
(25:36) Join Anu Rajakumar and Brad Tank as they explore the anticipated differences, potential impacts, and policy directions of Trump 2.0.
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Disruptive Forces in Investing | November 2024
Private Real Estate: From Uncertainty to Opportunity
(18:08) Learn more about opportunities and challenges in the Private Real Estate space
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Disruptive Forces in Investing | October 2024
Private Debt: The Appeal, The Fears & The Facts
(22:21) Whether you are a seasoned investor or new to the world of Private Debt, this episode offers valuable perspectives on navigating the dynamic asset class.
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Disruptive Forces in Investing | September 2024
Rates and REITs
(22:26) Is now the right time to return to REITs?
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Disruptive Forces in Investing | September 2024
Amid the Volatility: What Are Investors’ Best Options?
(22:19) What are investors Options? Sitting down with Derek Devens, Senior Portfolio Manager of the Neuberger Berman Options Group to discuss this fearless sector.
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Disruptive Forces in Investing | August 2024
Let the [Micro] Chips Fall Where They May
(17:09) Unpacking the influence of the Asia Equities market as it relates to big tech with Eileen Furukawa
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Disruptive Forces in Investing | August 2024
Elections, Equities and the Economy
(19:30) Does it matter if elections are close?
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Disruptive Forces in Investing | July 2024
Disruptive Investments Within Disruptive Regulations
(18:22) Ian Haas discusses opportunities, risks, and new regulations in the banking sector.
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Disruptive Forces in Investing | June 2024
Consumer Dynamics Amid the Credit Crunch
(22:53) How are current consumers and companies alike navigating the current, seemingly uneasy, economic environment as it relates to credit markets?
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Disruptive Forces in Investing | May 2024
The Wonders of Japan’s Economy
(19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
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Disruptive Forces in Investing | April 2024
Making Dollars and Sense: The Critical Role of Financial Literacy
(30:00) With a distinct knowledge gap across the global consumer base, we delve into the why behind the lack of Financial Literacy and how our industry can support budding investors in navigating the markets.
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Disruptive Forces in Investing | April 2024
What’s Up in the Air?
(18:17) As the airline sector has returned from years of COVID travel lags, we explore what has happened amid its journey to recovery and discover what else has transpired in the process...
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Disruptive Forces in Investing | April 2024
Make Your Money Move
(16:10) With interest rates peaking, geopolitical uncertainty and the allure of cash savings diminishing, navigating investment opportunities can be a challenge. Is now the right time to make your money move?
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Disruptive Forces in Investing | March 2024
Reassessing Retirement Savings with Robin Diamonte
(27:22) As retirement saving options continue to evolve, we bring Robin Diamonte, CIO of RTX, to share her insights on this crucial topic.
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Disruptive Forces in Investing | March 2024
When Specialty Finance Meets Silicon Valley Innovation
(19:55) As the opportunity set for alternative credit solutions continues to expand, we learn more about what innovations are happening in Specialty Finance today.
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Disruptive Forces in Investing | February 2024
Real Estate Secondaries: A Diamond in the Rough Market?
(15:45) With real estate valuations falling and liquidity needs rising, could Real Estate Secondaries be considered “a diamond in the rough” market?
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Disruptive Forces in Investing | January 2024
A New Era for Private Credit
(15:12) Will the private credit bubble burst, or is it the dawn of a lasting investment trend?
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Disruptive Forces in Investing | January 2024
What Tailor-Made Investing Looks Like
(15:48) What does it mean to take a customized approach in investing?
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Disruptive Forces in Investing | December 2023
Behind the Scenes of Solving for 2024
(23:18) Now that we’ve published our Solving for 2024 themes, we explore the behind the scenes thinking that led us to our assessment on the state of markets.
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Disruptive Forces in Investing | November 2023
The Art of Giving in Philanthropy
(24:54) Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction?
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Disruptive Forces in Investing | November 2023
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?
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Disruptive Forces in Investing | October 2023
A Force to Be Reckoned With
(22:41) As we mark our 100th episode, we explore the disruptions facing our industry at large.
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Disruptive Forces in Investing | October 2023
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…
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Disruptive Forces in Investing | September 2023
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?
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Disruptive Forces in Investing | August 2023
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?
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Disruptive Forces in Investing | August 2023
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?
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Disruptive Forces in Investing | July 2023
The Implications Behind Indexation
(14:33) Are there misunderstood aspects of indexation that investors should be aware of?
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Disruptive Forces in Investing | July 2023
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?
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Disruptive Forces in Investing | June 2023
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?
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Disruptive Forces in Investing | June 2023
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?
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Disruptive Forces in Investing | May 2023
The Many Facets of Japanese Investing
(29:48) Given Japan’s unique macroeconomic backdrop, what can this market offer to its investors?
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Disruptive Forces in Investing | April 2023
The True Meaning of Sustainable Investing
(19:50) How can investors approach sustainable investing in today's investment landscape?
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Disruptive Forces in Investing | March 2023
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?
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Disruptive Forces in Investing | March 2023
The Chatbot Phenomenon
(18:58) Could chatbots and artificial intelligence take over? Or simply change the way we work?
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Disruptive Forces in Investing | February 2023
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?
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Disruptive Forces in Investing | February 2023
Funding the Future
(11:40) We explore how investors can use an “in it for the long haul” mindset.
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Disruptive Forces in Investing | January 2023
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.
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Disruptive Forces in Investing | January 2023
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.
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Disruptive Forces in Investing | December 2022
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.
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Disruptive Forces in Investing | December 2022
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.
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Disruptive Forces in Investing | December 2022
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…
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Disruptive Forces in Investing | November 2022
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?
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Disruptive Forces in Investing | October 2022
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.
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Disruptive Forces in Investing | October 2022
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?
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Disruptive Forces in Investing | September 2022
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?
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Disruptive Forces in Investing | September 2022
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?
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Disruptive Forces in Investing | August 2022
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.
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Disruptive Forces in Investing | August 2022
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?
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Disruptive Forces in Investing | August 2022
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?
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Disruptive Forces in Investing | July 2022
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…
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Disruptive Forces in Investing | June 2022
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?
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Disruptive Forces in Investing | June 2022
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?
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Disruptive Forces in Investing | May 2022
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.
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Disruptive Forces in Investing | May 2022
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?
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Disruptive Forces in Investing | April 2022
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?
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Disruptive Forces in Investing | March 2022
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?
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Disruptive Forces in Investing | March 2022
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?
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Disruptive Forces in Investing | February 2022
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.
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Disruptive Forces in Investing | February 2022
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.
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Disruptive Forces in Investing | January 2022
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.
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Disruptive Forces in Investing | December 2021
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.
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Disruptive Forces in Investing | December 2021
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?
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Disruptive Forces in Investing | November 2021
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?
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Disruptive Forces in Investing | November 2021
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?
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Disruptive Forces in Investing | November 2021
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?
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Disruptive Forces in Investing | October 2021
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?
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Disruptive Forces in Investing | September 2021
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?
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Disruptive Forces in Investing | September 2021
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?
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Disruptive Forces in Investing | August 2021
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?
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Disruptive Forces in Investing | August 2021
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?
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Disruptive Forces in Investing | July 2021
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?
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Disruptive Forces in Investing | June 2021
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?
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Disruptive Forces in Investing | June 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?
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Disruptive Forces in Investing | June 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?
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Disruptive Forces in Investing | May 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?
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Disruptive Forces in Investing | May 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.
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Disruptive Forces in Investing | April 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?
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Disruptive Forces in Investing | March 2021
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?
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Disruptive Forces in Investing | March 2021
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.
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Disruptive Forces in Investing | February 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?
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Disruptive Forces in Investing | February 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.
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Disruptive Forces in Investing | January 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.
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Disruptive Forces in Investing | January 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?
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Disruptive Forces in Investing | December 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.
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Disruptive Forces in Investing | December 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?
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Disruptive Forces in Investing | December 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.
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Disruptive Forces in Investing | November 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?
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Disruptive Forces in Investing | October 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.
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Disruptive Forces in Investing | October 2020
Evaluating the Options
(19:05) With volatility returning to the Options market, what are investors’ options now in this new investing climate?
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Disruptive Forces in Investing | September 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?
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Disruptive Forces in Investing | September 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?
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Disruptive Forces in Investing | August 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?
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Disruptive Forces in Investing | August 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?
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Disruptive Forces in Investing | July 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.
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Disruptive Forces in Investing | July 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?
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Disruptive Forces in Investing | June 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?
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Disruptive Forces in Investing | June 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?