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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November Views from First Eagle Global Value Team

First Eagle Investments
11/24/25

Deputy Head of the Global Value team and Portfolio Manager Julien Albertini explains how the concurrent rally of gold and equities may signal underlying risks and how the Global Value team employs gold as a potential long duration hedge.

Bahuguna-Anwiti

The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions

Northern Trust Asset Management
03/25/25
Episode: 287
with Anwiti Bahuguna, PhD, CIO

Anwiti Bahuguna, PhD, CIO of Global Asset Allocation at Northern Trust Asset Management, explores Northern Trust’s 10-year capital market assumptions, macro themes like AI-driven productivity and energy transition, and what they could mean for insurers’ asset allocation decisions.

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