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98 episodes

Innovation’s Expanding Reach Across Global Equity Markets
21/09/2026 | 20 mins.
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.
AI Buildout: Demand, Disruption, and Equity Opportunity
09/09/2026 | 25 mins.
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.
Strong Private Credit Underwriting Begins with Defense, Part 2
24/08/2026 | 24 mins.
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.
Strong Private Credit Underwriting Begins with Defense, Part 1
06/08/2026 | 21 mins.
Steve Kuppenheimer, Head of Private Investments, explains how experienced lenders price risk, evaluate borrowers, and prioritize downside protection in today's private credit market.
The Investment Conversation: What to Look for in a Multi-Sector Fixed Income Platform
07/07/2026 | 39 mins.
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.

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About The Investment Conversation

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

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