The Investment Conversation

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.

In this podcast, Lord Abbett Portfolio Manager Thomas O’Halloran explores the evolution of artificial intelligence (AI) and how a technology inflection point can change the growth equity investment landscape.

In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses the landscape for direct lending in 2026.

In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the year ahead.

In this podcast, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco explore the factors that could influence the performance of taxable fixed income investments in 2026.

In this podcast, Lord Abbett Portfolio Manager Matt DeCicco examines the factors that could influence equity market performance in the coming year.

In this podcast, Lord Abbett Portfolio Manager Matthias Knerr discusses the factors behind the recent strength in international equities, and how his team approaches investing in the asset class.

In this podcast, Lord Abbett Portfolio Manager Vince Lu discusses the evolution and growth of the asset class--and addresses questions about whether a “bubble” is forming in the private credit market.

In this podcast, Lord Abbett Portfolio Manager Leah Traub discusses the current economic and monetary policy backdrop—and how it’s influencing her team’s approach to investing in intermediate-term bonds.

In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses his team’s approach to investing in global equities, and the role the asset class can play in investment portfolios.

In this podcast, Lord Abbett Portfolio Manager Greg Shuman discusses innovative approaches to investing in high-yield municipal bonds.

In this podcast, Lord Abbett Portfolio Manager Greg Benz discusses the growing appeal of combining public and private investment vehicles in fixed income portfolios. 

In this podcast, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco explore the factors that could influence the performance of taxable fixed income investments in the second half of 2025.

In this podcast, Lord Abbett Partner, Portfolio Manager, and Head of Private Credit, Stephan Kuppenheimer, discusses the landscape for direct lending in the second half of 2025.

In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the second half of 2025.

In this podcast, Lord Abbett Portfolio Manager Matt DeCicco examines the factors that could influence equity market performance in the second half of 2025.