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The Investment Conversation

The Investment Conversation

Hosted by Lord Abbett

BusinessExplicit

Episodes

96

Latest episode

Aug 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
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.

April 14, 202619 min

The Investment Conversation: Private Credit Origination, from Start to Finish

In this podcast, Lord Abbett Managing Director Juli Van Hook discusses her team’s approach to the discipline of sourcing and structuring direct loans to businesses—and what she sees in the market today.

April 7, 202634 min

The Active Investor: Exploring the Opportunistic Credit Spectrum

In this podcast, Lord Abbett Portfolio Manager Adam Castle discusses what he’s watching in credit markets, how opportunities are evolving across structured securities, and how his team is thinking about risk in the current environment.

March 31, 202623 min

The Investment Conversation: Current Perspectives on Private Credit

In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses today’s environment for private credit and direct lending—and how recent developments may result in more favorable conditions for investors going forward.

March 17, 202634 min

The Investment Conversation: Forces Driving Market Volatility

In this podcast, Lord Abbett's Fixed Income and Equity portfolio managers, Rob Lee and Matt DeCicco, discuss recent episodes of market volatility and what they may mean for investors.

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