Episode 29: Income-Thirsty Investors—Drink Up!

Tony Roth |
Capital Considerations with Tony Roth

March 31—To get a fix on the outlook for fixed income securities, we turn to Lord Abbett Partner and Portfolio Manager Leah Traub. In her important discussion with Chief Investment Officer Tony Roth, Leah shares what she believes is on the horizon for interest rates, dividends, and much more. Listen in and find out if your fixed income portfolio needs fixing. Leah G. Traub, PH.D.

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Episode 27: IPOs out, SPACs in—but for how long?

Tony Roth |
Capital Considerations with Tony Roth

March 10 — Over 400 companies went public in 2020, an all-time record, and the traditional IPO route is fading as the  increasingly popular SPACs (special purpose acquisition companies) take center stage, offering investors and businesses the potential opportunity to more quickly access a pile of capital in the hope of becoming the next Amazon.

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Episode 26: Capital Markets Forecast 2021 ESG investing strategies—Are they right for your portfolio?

Tony Roth and Steve Norcini |
Capital Considerations with Tony Roth

December 14—Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.Robert Sitkoff, John L. Gray Professor of Law at Harvard UniversityPlease listen to important disclosures at the end of the podcast.

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