Podcast Center

Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.

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Quarterly Views from First Eagle Global Value Team: 4Q25

First Eagle Investments
01/27/26

In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why he believes investors are embracing opportunities beyond the US as secular forces provide durable support for fundamentals in Europe and Asia, and how the direction of US interest rates and the US dollar may influence returns in 2026.

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January Views from First Eagle Global Value Team

First Eagle Investments
01/27/26

Deputy Head and Portfolio Manager of the Global Value team Julien Albertini explains why the team remains focused on risk amid widespread complacency and how a disciplined, bottom-up approach focused on quality businesses helps to manage risk and build resilience.

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Quarterly Views from First Eagle Municipal Credit Team: 4Q25

First Eagle Investments
01/22/26

John Miller, head and chief investment officer of the Municipal Credit team, shares his outlook on Fed policy and inflation heading for 2026, and explains how sound fundamentals and attractive valuation potentially set the stage for a strong muni rebound as technical headwinds begin to ease.

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Diversifying Within Structured Credit

First Eagle Investments
12/15/25
Episode: 344
with Noelle Sisco

Noelle “Elle” Sisco of First Eagle Napier Park discusses how insurers can approach structured and alternative credit, with insights on collateral quality, active management, liquidity, and navigating late-cycle credit markets.

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Matt McLennan Featured on NYSE ETF Central Podcast

First Eagle Investments
10/06/25

Matt McLennan joined the NYSE ETF Central Podcast to discuss the Global Value team's philosophy of resilient wealth creation, explore today’s macro backdrop of inflation, debt and geopolitical risk and explain why gold remains a critical hedge.

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Trump tariffs will materially impact credit: Jon Dorfman featured on the Credit Exchange podcast

First Eagle Investments
06/18/25

Jonathan Dorfman was featured on the podcast "Credit Exchange with Lisa Lee," where he discussed the Trump administration’s shock-and-awe approach to tariff negotiations and why stepping back from its more extreme positions was a prudent move.

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