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.
From “Known Unknowns” to Quantified Risks: Enhancing Portfolio Construction with Stress & Scenario Testing
Tobias Gummersbach of New England Asset Management joins the InsuranceAUM Podcast to discuss how stress and scenario testing can strengthen insurance portfolio strategy.
Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities
Gianluca Minella of InfraRed Capital Partners joins Stewart Foley to discuss how insurers are increasing allocations to infrastructure equity and why the asset class is gaining momentum.
Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF
DoubleLine’s Andrew Hsu and Fifi Wong join the InsuranceAUM Podcast to explore how insurers can build resilient portfolios through structured credit, ABS, and asset-based finance.
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.
November Views from First Eagle Global Value Team
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.
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.
Beyond the Bubble: Data Centers, Demand and the Rise of AI Infrastructure
Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.
Backstage with Ares: Private Credit, Platforms & People
Ryan Brauns, Partner at Ares US Direct Lending, joins the podcast to break down how Ares approaches private credit, underwriting discipline, and the evolving opportunity set for insurers.
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.
How Insurers Can Unlock Alpha Through Residential Whole Loans
Nancy Mueller Handal, CIO at Bayview Asset Management, joins the InsuranceAUM.com podcast to share her perspective on how insurers can access alpha through residential loans and asset-based finance, drawing on decades of structured credit experience.
The Low Rate Environment Could Impact Products and Investment Portfolio Mix
Bob Huang of Morgan Stanley joins the InsuranceAUM.com podcast to discuss how a lower-rate environment could reshape insurance product innovation and portfolio strategy.
Looking at Possibility for a Steeper Yield Curve, Says Jeffrey Gundlach
DoubleLine founder and CEO Jeffrey Gundlach joins CNBC's "Closing Bell" to discuss Federal Reserve chairman Jerome Powell's remarks after the central bank’s Federal Open Market Committee lowered its benchmark overnight borrowing rate to a range of 3.75%-4%.