Podcast Episodes

Capital Solutions: A Flexible Response to Private Equity's Exit Problem

Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity i…

7 hours ago

Beyond Macro: A Value Lens on Emerging Markets Equity

Beyond Macro: A Value Lens on Emerging Markets Equity

Most investors approach emerging markets top-down: country-level macro calls, currency bets, co…

3 weeks ago

The Harder Questions: Neuberger CEO George Walker on Private Credit, AI and Active Ownership

Capital markets are pricing in geopolitical uncertainty. AI is reshaping how asset managers compete. And investors are asking harder questions about …

1 month, 1 week ago

2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI, and What's Next in the Private-to-Public Pipeline

For years, some of the most consequential companies in technology have stayed private far longer than historical norms — growing to public-company sc…

1 month, 2 weeks ago

BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath in Credit Markets

Credit index spreads have been largely unchanged this year — but the calm surface belies a more complex picture underneath. Rising dispersion, AI-dri…

2 months, 4 weeks ago

The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit

Global bond markets are starting to diverge again. After years of moving in near lockstep, correlations are breaking down as political and fiscal pat…

3 months, 2 weeks ago

Real Estate's Reset: Where Almanac Sees Stress and Opportunity

Real estate has gone through a painful reset—higher rates, lower values, and slower deal activity have pressured fundraising, distributions, and exit…

3 months, 4 weeks ago

How the AI Debt Supercycle Is Reshaping Credit Markets

AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflati…

4 months, 1 week ago

Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now

Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions cont…

5 months, 3 weeks ago

Beyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss Harvesting

Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies…

6 months, 2 weeks ago