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.
Rachel Campbell and Kristoff Nelson of Income Research and Management discuss how AI-driven data center investment is reshaping fixed income markets, credit dynamics, and portfolio strategy.
How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conversation, Armen Panossian (Co-CEO and Head of Performing Credit), Raghav Khanna (Co-Portfolio Manager, Strategic Credit), and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the implications of the liquid-private credit convergence.
Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.
In the latest episode of The Insight: Conversations, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock.
Jake Remley, CFA, is a senior portfolio manager at Income Research & Management.
Bill O'Neill is Principal Senior Portfolio Manager and a member of the Investment Committee at Income Research and Management.
Jim Gubitosi is the co-CIO of Income Research and Management.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we delve into agency MBS, govies, and the evolving mortgage market with Jake Remley of IR&M.
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