Disruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman’s seasoned investors who discuss trends that are transforming the investment industry and beyond.
Episodes
The Private Equity market continues to evolve as investors navigate economic uncertainty, limited liquidity, and trade policy shifts. With challenges from tariffs and moderating distributions, investors are seeking ways to manage risks while uncovering opportunities for growth. But how can private equity firms leverage their agility to capitalize on these dynamics? And what innovations are reshaping access to this asset class?
The credit market is transforming, and investors are looking ahead to seize the best opportunities in non-investment grade credit. With wider spreads, tariff-induced inflation, and moderating growth, opportunities in high-yield bonds, loans, and CLOs are reshaping fixed income strategies. But how can investors uncover value amid uncertainty? And what role does bottom-up research play in assessing risks and rewards?
On this episod...
As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how can tools like dynamic diversification help strengthen portfolios?
On this episode...
As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for amid this volatility? And how can investors use tools like tax-loss harvesting and di...
As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where are the most compelling opportunities in today’s market?
On this episode of Disrupt...
As the world navigates the rapid advancements in artificial intelligence, markets are adjusting to the implications of groundbreaking innovations on growth, competition, and investments. But how are market assumptions about AI shaping investor sentiment? What unique challenges and opportunities do these developments present for the semiconductor industry? And where can investors uncover growth opportunities beyond AI amidst this di...
As the world navigates evolving trade policies under a new administration, markets are adjusting to the implications of sweeping tariffs on growth, inflation, and investments. But how will these developments impact the Private Equity asset class? What unique viewpoint does Private Equity offer in this environment? And how can investors leverage these dynamics to uncover opportunities amidst disruption?
As the United States embarks on a new administration, markets eagerly prepare for what is to come regarding domestic policy, international policy, tariffs, and geopolitics. But how will the Fixed Income asset class move through these new pathways? What factors are at play regarding fiscal and monetary policy? And how can investors prepare for the year ahead?
On this episode of Disrupti...
U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trends influencing these companies, and what does the year ahead have in store for Small C...
Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming ye...
President-Elect Donald Trump will take office on January 20, 2025, after a whirlwind election season. But how could this term differ from his first? How will Trump’s cabinet be shaped, and what directions could this take the markets?
On this episode of Disruptive Forces, host Anu Rajakumar welcomes Brad Tank, Co-Chief Investment Officer, and the Global Head of Fixed Income to explore the anticipated differences, potential impacts...
Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?
On this episode, host Anu Rajakumar welcomes Justin Hakimian, Managing Director and Investm...
In an ever-evolving financial landscape, Private Debt has emerged as a resilient and adaptable asset class, capturing the interest of investors seeking stability and growth. Despite negative media coverage, what makes this asset class appealing to investors? What are the implications of lower interest rates on Private Debt? And how does it fit into today’s overall investment climate?
On this episode, host Anu Rajakumar welcomes Par...
With the rate tightening cycle largely behind us and discussions now shifting towards potential rate cuts, the time seems right to discuss Real Estate Investment Trusts. Despite REITs being perceived as bond proxies, they have the potential to offer stable and growing revenue streams from tangible assets like apartments, shops, data centers, and towers. But what is the correlation between REITs and rates in today’s environment? And...
Options, a seemingly daunting investment category, has been around for quite some time. Dating back to Ancient Greece, many investors have used Options as a way to mitigate risk. But how has Options trading evolved in recent years? What are the impacts of the upcoming Fed meeting and the U.S elections on this asset class? How can investors become more comfortable navigating this volatile vehicle? On this episode of Disruptive Force...
Financial markets across Asia have been making headlines in recent weeks. Ahead of the upcoming earnings calls for tech players such as Nvidia, we ask, what are the impacts of the Asia market on the US market? How are companies like Nvidia impacting Taiwan supply chains and global tech companies broadly? On this episode of Disruptive Forces, host Anu Rajak...
With the election season well underway, the nation finds itself at the crossroads of significant political and potential economic uncertainty. How will each candidate impact the economy, specifically equity markets? And what can investors do to prepare? Join us on this episode of Disruptive Forces, where host Anu Rajakumar sits with Raheel Siddiqui, Senior Investment Strategist, and Timothy Creedon, Director of Equity Research, to ...
In the wake of past banking volatility and high-stake crises like the collapse of Silicon Valley Bank, regulatory scrutiny has continued to increase across the financial sector with proposals such as Basel III Endgame. The industry will need to adjust to the new disruptive forces at play. But what opportunities lie within the banking sector that could interest investors? And what are the risks posed to investors in this space? On t...
In 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded. Their stories were captured in the New York Times bestselling book, The Big Short: Inside the Doomsday Machine, and its award-winning film adaptation, The Big Short. Featuring stars like Brad Pitt and S...
M&A financing continues to translate into supply opportunities in the investment grade market. With companies like Home Depot and Johnson & Johnson recently announcing multi-billion-dollar acquisition deals, we believe there is a $100 billion pipeline of announced deals over the course of 2024. However, the consumer retail space has simultaneously begun to slow down. With tight spreads...
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