Without Boundaries
Podcast Description
Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world.
At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.
Podcast Insights
Content Themes
The podcast focuses on themes related to global markets, investment strategies, and economic insights, with episodes such as Tariff Trades and Shark Tales examining the impact of political events on trading practices and That Crazy Aussie Shop highlighting unconventional paths to investment success in the bond market.
Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world.
At Russell Investments, we know that the best ideas don’t come from a single source. That’s why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.
In this episode of Without Boundaries, host Jon Eggins sits down with Matt DeCicco, a leader on Lord Abbett’s equity investment team and portfolio manager on the firm’s Innovation Growth Equity team, with a focus on biotech and healthcare innovation. With an MS in Biotechnology, Matt combines deep scientific expertise with decades of equity investing experience.
Topics include:
• Why biotech investing is a repeatable process even when revenues are years away
- The small-cap opportunities in oncology and rare diseases
- How conviction, clinical evidence and price trends impact portfolio allocations
- The role of AI in speeding drug discovery and creating differentiation across companies
- Developing Russell Investments’ customized biotech strategy for high-growth healthcare
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