The Investment Conversation

97 Episodes

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AI Buildout: Demand, Disruption, and Equity Opportunity

2026-09-0925:33

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

2026-08-2424:47

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

2026-08-0621:44

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

2026-07-0739:33

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.

The Investment Conversation: Assessing Opportunities in Private Real Estate

2026-06-3031:41

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.

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