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The Investment Conversation

The Investment Conversation

Hosted by Lord Abbett

BusinessExplicit

Episodes

100

Latest episode

Oct 2026

Language

EN

About the show

Lord Abbett investment experts offer timely insights on crucial topics in the equity and fixed-income markets, along with analysis of key economic trends.

Listen to episodes

60 recent
November 4, 202633 min

A Closer Look at High Yield Municipal Bonds

In this episode, Lord Abbett Portfolio Managers Daniel Solender and Gregory Shuman explore the evolving high-yield municipal bond market, the appeal of elevated tax-exempt yields, and how credit research, portfolio construction, and liquidity management can help investors capitalize on opportunities across the asset class.

October 15, 202627 min

Making Flexibility Count with Multi-Sector Fixed Income

In this episode, Lord Abbett Portfolio Manager Gregory Benz explains how flexibility, when applied with discipline and a clear understanding of risk and tradeoffs, can help improve fixed-income outcomes across varying market environments.

October 13, 202632 min

Multi-Sector Fixed Income: How Sector Depth Creates an Edge

In this episode, Lord Abbett Portfolio Managers Adam Castle and Christopher Gizzo explain how sector depth and cross-market analysis informs issuer selection, with the AI infrastructure buildout a key example of how the multi-sector framework comes together.

September 21, 202620 min

Innovation’s Expanding Reach Across Global Equity Markets

In this podcast, Lord Abbett Director of Equities, Matthew DeCicco explores the investment implications of technological innovation across global markets and sectors and how increasing dispersion can create opportunities for active investors.

September 9, 202625 min

AI Buildout: Demand, Disruption, and Equity Opportunity

In this podcast, Lord Abbett Director of Equities, Matthew DeCicco examines AI spending, valuations, demand, and the signals investors can watch to assess the durability of the investment cycle.

August 24, 202624 min

Strong Private Credit Underwriting Begins with Defense, Part 2

Steve Kuppenheimer, Head of Private Investments, discusses the portfolio management decisions behind private credit outcomes, from portfolio construction to leverage, valuation, and the convergence of public and private markets.

August 6, 202621 min

Strong Private Credit Underwriting Begins with Defense, Part 1

Steve Kuppenheimer, Head of Private Investments, explains how experienced lenders price risk, evaluate borrowers, and prioritize downside protection in today's private credit market.

July 7, 202639 min

The Investment Conversation: What to Look for in a Multi-Sector Fixed Income Platform

In this episode, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco discuss how a flexible multi-sector approach can help investors navigate increasing market dispersion, and why an extensive credit platform is essential to identifying opportunities across the credit spectrum.

June 30, 202631 min

The Investment Conversation: Assessing Opportunities in Private Real Estate

How are institutional investors navigating today's housing market? In this episode of The Investment Conversation, Eric Phillipps (Head of Private Real Estate Investments at Lord Abbett) breaks down the long-term fundamentals, macroeconomic data, and technology driving modern real estate allocations.

June 9, 202631 min

The Investment Conversation: Public and Private Credit Markets Converge

In this podcast, Lord Abbett portfolio managers Vincent Lu and Kearney Posner discuss how public and private credit markets are evolving into a broader toolkit of solutions for borrowers and investors.

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