Advertise on podcast: The Investment Conversation

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

In this podcast, Lord Abbett Portfolio Manager John Hardy discusses the current equity market environment, and how an active, value-oriented approach can help investors uncover long-term opportunities.

In this podcast, Lord Abbett Head of Origination Jonathan Pearl discusses his team’s approach to sourcing and constructing direct lending transactions—including when to say “no.

In this podcast, Lord Abbett Portfolio Manager Steve Rocco discusses the current environment for credit and how his team approaches combining public and private investment vehicles in fixed income portfolios.