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.
Blurring the Lines: How AI Is Redefining Fixed Income Boundaries
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.
Going Beyond Core: How Allocators are Tapping New CRE Debt Opportunities
Justin Pinckney of AEW joins the podcast to discuss how allocators are moving beyond core commercial real estate debt into alternative sectors, emerging opportunities, and evolving risk strategies.
Investment Risk: Ex-Ante Influence for Ex-Post Impact
Allysen Mattison, Director of Investment Risk and Vice Chair of the Investment Committee at Income Research & Management, shares her insights on managing fixed income risk, from interest rate sensitivity to downside risk and tracking error.
Going back to First Principals in a Brave New World
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore commercial real estate’s evolving role in investment portfolios, the impact of rising rates, and opportunities amid peak loan maturities.
Zombie Securitizations and Tail Risks: Understanding Fixed Income Challenges
Jake Remley, CFA, is a senior portfolio manager at Income Research & Management.
Filling the Gap: The Case for Non-Sponsored Direct Lending
Chris Rust is the Co-Head of European Credit Opportunities at Ninety One.
Convertible Market Renaissance with IR+M's Bill O'Neill
Bill O'Neill is Principal Senior Portfolio Manager and a member of the Investment Committee at Income Research and Management.
The Em-ification of DM with Peter Kent
Pete Kent is a Portfolio Manager and Co-head of Emerging Market Fixed Income at Ninety One.
The CMBS Market with Jim Gubitosi, Co-CIO of IR&M
Jim Gubitosi is the co-CIO of Income Research and Management.
Climate and Energy Transition in Emerging Markets with Matt Christ, PM at Ninety One
Matt Christ is the Managing Principal and Head of the Transition Debt Strategy at Ninety One.
Talking MBS, Govies, and Agencies with Jake Remley of IR&M
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.
Emerging Market Corporate Debt with Vic Harling, Head of Emerging Market Corporate Debt at Ninety One
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.