HeyJaredDisruptive Forces in Investing
Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman's seasoned investors who discuss trends that are transforming the investment industry and beyond.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 18, 2026
- Audience
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- Earliest in this view
- Jul 8, 2026
Latest episodes
A New Growth Plane for Japanese Equities (opens the original)
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Japanese equities have undergone one of the most significant re-ratings in the developed world — but the story is evolving. The early phase was about leaner balance sheets and better capital management. Now, under Prime Minister Sanae Takaichi, the focus has shifted to earnings growth itself, and markets have responded in turn. Yet foreign inflows remain well below the Abenomics era peak, suggesting room to run. On this episode of Disruptive Forces , host Anu Rajakumar speaks with Kei Okamura, P
Mid-Year Scorecard: Assessing Our Solving For 2026 Calls (opens the original)
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At the end of last year, Neuberger's investment leaders laid out five themes to guide investors through 2026. Since then, a regional war in the Middle East and a global oil shock have reshaped the macro landscape — testing some calls while reinforcing others. Policy divergence has exploded wider. The AI buildout has accelerated beyond expectations. And markets are navigating a frothier, more dispersed environment heading into the second half. On this episode of Disruptive Forces, host Anu Rajaku
Know What You Own: Joe Amato on the AI Rally, Mega-Cap IPOs, and the Hidden Risk in Passive (opens the original)
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US equities have proven remarkably resilient this year. Despite the Middle East conflict, energy price pressures, and an uneven global backdrop, the market has powered higher on AI enthusiasm and broad-based earnings growth. But beneath the headline numbers, the questions that matter most are about durability, valuations, and what investors actually own. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Joe Amato, President and Chief Investment Officer for Equities at Neube
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