Podcast Center
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.
Real Estate Outlook with Brian Niles
Tony Charles, Head of Research and Strategy for Global Real Assets, recently sat down with Brian Niles, Co-Head of MSREI and Co-Head of NHREF to discuss the outlook for real estate and what it takes to succeed in today's complex environment.
Direct Lending: Sorting Signal from Noise
Ron Kantowitz explains how to separate signal from noise in direct lending, from AI concerns to portfolio construction and market volatility.
Who is Winning the US-China AI Race?
Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
What’s Shaping Insurance Asset Allocations in 2026 and Beyond
Welcome to Compound Insights, a podcast by CFA Society in New York. I'm your host Gary Farber. Today, we're very fortunate to have with us Peter Miller of Invesco.
Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape
Siddharth Dahiya of Aberdeen Investments joins Stewart Foley to explore how insurers can navigate the evolving opportunities and risks in emerging market debt.
Emerging Market Equities: CapEx, Chips, and a Charging China
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
The Low Rate Environment Could Impact Products and Investment Portfolio Mix
Bob Huang of Morgan Stanley joins the InsuranceAUM.com podcast to discuss how a lower-rate environment could reshape insurance product innovation and portfolio strategy.
Lauren Hochfelder on Bloomberg The Close
Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, joined Bloomberg The Close to discuss market expectations for real estate, what’s ahead in senior housing and net lease investing. Lauren also addresses the manufacturing build out that is driving increased demand within industrial real estate, another major focus area for Morgan Stanley Real Estate Investing.
Senior Loans: A Closer Look For Insurers
Kevin Egan, CPA of Invesco, joins the InsuranceAUM.com Podcast to discuss senior loans, their resilience, and what insurers should know about this evolving asset class.
The Evolving Role of Fixed Income in Insurance Investment Portfolios – Opportunities and Use-Cases in an Increasingly Multi-Asset World
Jeff Miller and Stephen “Fitz” Fitzsimmons of Morgan Stanley Investment Management discuss the evolving role of fixed income in insurance portfolios, from ALM optimization to opportunities in public and private credit.
Real Estate Credit: Cutting Through the Noise
Charlie Rose of Invesco Real Estate discusses commercial real estate debt, bridge lending, global market trends, and where insurers may find opportunity in today’s environment.
Emerging markets equities: Game on or game over?
In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.