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.
Apollo leaders discuss how investors can think about risk and opportunity across the $40 trillion private credit market. Viewers will learn how Apollo’s platform approaches origination, risk management, capital deployment and credit cycle investing.
Apollo’s Bryn Gostin explains why private equity diversification today should go beyond simply owning multiple managers. Viewers will learn how manager mix, company size, sector exposure and concentration risk can shape more resilient private equity portfolios.
Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, to discuss the evolution of asset-backed finance, integrated origination platforms, and the growing role of ABF within institutional portfolios.
Today, asset-backed finance is being applied across corporates, housing, consumers, digital infrastructure and governments globally. Its adoption has moved from theory to practice.
Brian Weinstein and John Cortese debate how the macro situation, liquidity trends and other factors are affecting allocations and investment decisions at a time of unprecedented change in global credit markets.
Chris Rust is the Co-Head of European Credit Opportunities at Ninety One.
Pete Kent is a Portfolio Manager and Co-head of Emerging Market Fixed Income at Ninety One.
Michael Ashton is the CEO of Enduring Investments.
Matt Christ is the Managing Principal and Head of the Transition Debt Strategy at Ninety One.
Mike Ashton is "The Inflation Guy," an Inflation Consultant and Expert.
Stewart Foley explores emerging market corporate debt with Ninety One’s Head of EM Corporate Debt, covering market fundamentals, ESG integration, and navigating today’s challenges.
Explore inflation dynamics and economic trends with host Stewart Foley on the InsuranceAUM.com Podcast. Gain insights into the Fed’s policy approach, the yield curve, and the metrics shaping today’s markets.
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