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.
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.
Convergence with Armen Panossian, Raghav Khanna, and Danielle Poli
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.
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.
Are Private Credit Hyperscalers a Ticking Time Bomb?
Jeffrey Diehl, Managing Partner at Adams Street Partners, joins the InsuranceAUM.com podcast to discuss the risks and realities of private credit hyperscalers.
The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt
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.
Supply and Demand with Wayne Dahl and Suzana Perić
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.
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.
Emerging Markets Debt: the Aftershocks of Liberation Day
In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.
Private Markets Portfolio Construction for Insurers
Toby True, Partner on the Investment Strategy and Risk Management Team at Adams Street Partners, joins host Stewart Foley on the InsuranceAUM.com Podcast as we dive into private market portfolio construction, illiquidity risk, and data-driven insights for insurers.
Fund Finance: Evolution, Insights, & Opportunities
Shelley Morrison, Head of Fund Finance at Aberdeen Investments, joins the InsuranceAUM.com Podcast to discuss the evolution of fund finance, its appeal to insurers, and Aberdeen’s disciplined, client-focused approach to this growing asset class.
Podcast: Why AI’s Venture Opportunity May Be Era Defining
AI may drive a $7 trillion to $10 trillion economic expansion over the next decade, potentially adding 10% to global GDP, according to various market predictions.